Hand of the Market Industries
Insider buying breadth
20.0% −20.0 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insiders buying broadly — top 20%
Insider buying ($, 90d)
$600.9K

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$2.48M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$1.88M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
1

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
70.0%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
40.0%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Growth accelerating
40.0% −30.0 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
66.7% −11.1 pp

Share of the companies whose operating margin is up over 3 years.

Expected growth (HoM est.)
24.5% +2.1 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Fastest expected growth — top 20%
Quality breadth
44.4%

Share of the companies with a return on invested capital of at least 10%.

Short interest (median)
5.7% +0.3 pp

Median shares sold short as % of shares outstanding (FINRA).

Companies

Ticker
Company
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
DYDYCOM INDUSTRIES INC5/645.6%+0.8 pp9.3%3$551.31K
GVAGRANITE CONSTRUCTION INC5/529.3%+4.6 pp17.3%1$49.6K
KBRKBR, INC.6/61.6%+3.5 pp14.0%——
MYRGMYR GROUP INC.6/620.2%+1.9 pp26.8%——
STRLSTERLING INFRASTRUCTURE, INC.6/690.1%+7.9 pp40.4%——
JJACOBS SOLUTIONS INC.3/634.5%−1.9 pp7.2%——
PRIMPrimoris Services Corp3/6-10.7%−1.2 pp7.3%——
ROADConstruction Partners, Inc.3/528.2%+4.7 pp8.2%——
FLRFLUOR CORP2/48.8%−1.1 pp-25.9%——
MTZMASTEC INC2/323.4%————

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.