Hand of the Market Industries
Insider buying breadth
0.0% −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)
$0

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

Insider selling ($, 90d)
$25.97M

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

Insider net buying (90d)
-$25.97M

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
45.5%

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

Active funds adding
72.7%

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

Growth accelerating
100.0% +9.1 pp

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

Growth accelerating — top 20%
Margins improving
0.0% +0.0 pp

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

Expected growth (HoM est.)
5.4% +7.5 pp

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

Quality breadth
50.0%

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

Short interest (median)
4.4% +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)
SAIASAIA INC5/617.1%−5.0 pp10.3%——
JBHTHUNT J B TRANSPORT SERVICES INC4/619.4%−1.1 pp15.1%——
LSTRLANDSTAR SYSTEM INC4/618.2%−3.6 pp24.5%——
ODFLOLD DOMINION FREIGHT LINE, INC.4/610.4%−2.7 pp25.4%——
UPSUNITED PARCEL SERVICE INC4/67.6%−4.8 pp14.7%——
ARCBARCBEST CORP /TX/3/615.9%−4.2 pp1.7%——
KNXKnight-Swift Transportation Holdings Inc.3/512.6%−7.6 pp1.8%——
SNDRSchneider National, Inc.3/610.4%−5.4 pp4.2%——
HTLDHEARTLAND EXPRESS INC2/5-12.5%−10.2 pp-1.6%——
MRTNMARTEN TRANSPORT LTD1/3-2.8%−8.2 pp———
WERNWERNER ENTERPRISES INC1/424.0%−8.8 pp-1.1%——

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.