Hand of the Market Industries
Insider buying breadth
9.1% +9.1 pp

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

Insider buying ($, 90d)
$612.57K

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

Insider selling ($, 90d)
$9.54M

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

Insider net buying (90d)
-$8.93M

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

Conviction-fund buys
3

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

Conviction funds buying — top 20%
Active managers adding
54.5%

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

Active funds adding
54.5%

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

Growth accelerating
72.7% +18.2 pp

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

Growth accelerating — top 20%
Margins improving
77.8% +11.1 pp

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

Expected growth (HoM est.)
5.7% +0.1 pp

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

Quality breadth
62.5%

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

Short interest (median)
5.7% +1.3 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)
CROXCrocs, Inc.5/62.6%−6.0 pp26.0%2$612.57K
ATRAPTARGROUP, INC.6/66.3%+0.9 pp10.6%——
CSLCARLISLE COMPANIES INC6/68.3%+0.1 pp20.5%——
AWIARMSTRONG WORLD INDUSTRIES INC5/611.2%+2.0 pp25.9%——
WMSADVANCED DRAINAGE SYSTEMS, INC.5/620.6%−3.6 pp15.7%——
DECKDECKERS OUTDOOR CORP4/45.7%+4.6 pp———
NPOEnpro Inc.4/517.6%+11.5 pp6.6%——
ENTGENTEGRIS INC3/611.5%+4.4 pp6.8%——
NWLNEWELL BRANDS INC.2/53.0%+4.0 pp1.8%——
GTGOODYEAR TIRE & RUBBER CO /OH/1/2-4.8%————
NKENIKE, Inc.1/3-4.3%————

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.