Hand of the Market Industries
Insider buying breadth
11.5% −3.8 pp

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

Insider buying ($, 90d)
$8.85M

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

Insider selling ($, 90d)
$27.81M

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

Insider net buying (90d)
-$18.96M

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

Conviction-fund buys
2

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

Active managers adding
65.4%

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

Active funds adding
61.5%

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

Growth accelerating
34.6% −13.4 pp

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

Margins improving
42.9% −4.8 pp

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

Expected growth (HoM est.)
2.8% −0.9 pp

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

Quality breadth
44.4%

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

Short interest (median)
5.7% +0.2 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)
APTVAptiv PLC3/62.3%−3.3 pp3.2%4$8.25M
ATMUAtmus Filtration Technologies Inc.6/616.4%+2.6 pp21.2%1$99.56K
BWABORGWARNER INC3/40.3%−3.4 pp—1$500.64K
ALVAUTOLIV INC6/63.3%+2.8 pp17.7%——
DORMDorman Products, Inc.6/60.7%+6.5 pp12.7%——
FSSFEDERAL SIGNAL CORP /DE/6/618.7%+4.3 pp15.9%——
LCIILCI INDUSTRIES6/6-12.5%+4.0 pp10.8%——
OSKOSHKOSH CORP6/66.7%+0.5 pp12.3%——
LEALEAR CORP5/63.0%−0.2 pp10.0%——
SMPSTANDARD MOTOR PRODUCTS, INC.5/61.6%+1.3 pp8.8%——
THRMGentherm Inc5/610.9%+0.6 pp4.6%——
ALSNAllison Transmission Holdings Inc4/692.4%−9.8 pp11.6%——
PHINPHINIA INC.4/65.6%−2.1 pp7.9%——
DANDANA Inc3/63.9%+1.1 pp0.0%——
GMGeneral Motors Co3/62.9%−4.1 pp2.3%——
GNTXGENTEX CORP3/4-1.0%−0.5 pp———
PATKPATRICK INDUSTRIES INC3/6-0.6%−0.8 pp8.1%——
WGOWINNEBAGO INDUSTRIES INC3/6-17.0%−6.2 pp3.4%——
ADNTAdient plc2/35.0%————
FFORD MOTOR CO2/3-3.8%−7.6 pp———
PCARPACCAR INC2/30.5%————
THOTHOR INDUSTRIES INC2/3-8.4%————
TSLATesla, Inc.2/525.5%−9.2 pp4.1%——
DCHDauch Corp1/592.4%−2.5 pp1.1%——
VCVISTEON CORP1/1-0.9%————
VGNTVersigent PLC—10.8%————

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.