Hand of the Market Industries
Insider buying breadth
0.0% +0.0 pp

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

Insider buying ($, 90d)
$0

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

Insider selling ($, 90d)
$9.44M

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

Insider net buying (90d)
-$9.44M

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

Conviction-fund buys
0

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

Active managers adding
55.6%

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

Active funds adding
88.9%

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

Active funds adding — top 20%
Growth accelerating
50.0% −50.0 pp

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

Margins improving
55.6% +0.0 pp

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

Expected growth (HoM est.)
8.7% +1.0 pp

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

Quality breadth
42.9%

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

Short interest (median)
6.2% −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)
BCOBRINKS CO5/57.1%+2.3 pp11.8%——
BKNGBooking Holdings Inc.5/58.2%+1.6 pp———
CHRWC. H. ROBINSON WORLDWIDE, INC.5/619.3%+1.2 pp21.5%——
EXPEExpedia Group, Inc.5/514.0%+6.2 pp———
XPOXPO, Inc.5/513.2%+4.7 pp11.3%——
GXOGXO Logistics, Inc.3/64.3%−0.6 pp3.7%——
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC2/432.1%−1.1 pp———
GATXGATX CORP2/434.8%—3.2%——
HUBGHub Group, Inc.2/5-5.3%−5.4 pp6.0%——
RXORXO, Inc.1/525.0%−2.0 pp-3.0%——

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.