Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Share of the companies whose stake the largest active managers raised in their latest 13F.
Active managers adding — top 20%Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Active funds adding — top 20%Share of the companies whose revenue growth is faster than a quarter earlier.
Growth accelerating — top 20%Share of the companies whose operating margin is up over 3 years.
Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Select up to 4 to compare their medians side by side, like companies.
Ticker | Company | Industry | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|---|
| CC | Chemours Co | Chemicals | 1/5 | -1.5% | −2.8 pp | -2.8% | 7 | $488.65K |
| FUL | FULLER H B CO | Chemicals | 1/3 | 5.2% | — | — | 6 | $524.07K |
| CE | Celanese Corp | Chemicals | 1/5 | 8.7% | −16.4 pp | -3.7% | 3 | $230.07K |
| CROX | Crocs, Inc. | Rubber & Plastics Products | 5/6 | 2.6% | −6.0 pp | 26.0% | 2 | $612.57K |
| LIN | LINDE PLC | Chemicals | 5/6 | 9.3% | +4.6 pp | 11.7% | 1 | $47.91K |
| SON | SONOCO PRODUCTS CO | Paper & Packaging | 4/6 | -1.3% | −0.0 pp | 10.4% | 1 | $249.45K |
| CMC | COMMERCIAL METALS Co | Primary Metals | 3/6 | 25.7% | −5.2 pp | 8.9% | 1 | $99.97K |
| PPG | PPG INDUSTRIES INC | Chemicals | 3/3 | 7.1% | — | — | 1 | $1.41K |
| FBIN | Fortune Brands Innovations, Inc. | Lumber & Wood Products | 2/6 | -4.1% | −7.8 pp | 5.2% | 1 | $2.02M |
| ATR | APTARGROUP, INC. | Rubber & Plastics Products | 6/6 | 6.3% | +0.9 pp | 10.6% | — | — |
| CSL | CARLISLE COMPANIES INC | Rubber & Plastics Products | 6/6 | 8.3% | +0.1 pp | 20.5% | — | — |
| GLW | CORNING INC /NY | Primary Metals | 6/6 | 16.7% | +8.2 pp | 12.1% | — | — |
| VMC | Vulcan Materials CO | Nonmetallic Minerals Mining | 6/6 | 2.5% | +5.3 pp | 10.1% | — | — |
| WDFC | WD 40 CO | Chemicals | 6/6 | 24.3% | +1.2 pp | 28.4% | — | — |
| ATI | ATI INC | Primary Metals | 5/6 | 10.6% | +4.2 pp | 17.9% | — | — |
| AVNT | AVIENT CORP | Chemicals | 5/6 | 5.8% | +4.6 pp | 6.1% | — | — |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | Rubber & Plastics Products | 5/6 | 11.2% | +2.0 pp | 25.9% | — | — |
| AXTA | Axalta Coating Systems Ltd. | Chemicals | 5/6 | 3.1% | +3.4 pp | 9.3% | — | — |
| BDC | BELDEN INC. | Primary Metals | 5/6 | 11.6% | −2.6 pp | 12.8% | — | — |
| CBT | CABOT CORP | Chemicals | 5/6 | 6.4% | +0.6 pp | 10.1% | — | — |
| CVCO | CAVCO INDUSTRIES, INC. | Lumber & Wood Products | 5/6 | 9.5% | −3.9 pp | 19.5% | — | — |
| FCX | FREEPORT-MCMORAN INC | Metal Mining | 5/5 | -7.3% | +1.6 pp | 18.8% | — | — |
| HL | HECLA MINING CO/DE/ | Nonmetallic Minerals Mining | 5/6 | 52.4% | +49.4 pp | 24.9% | — | — |
| KALU | KAISER ALUMINUM CORP | Primary Metals | 5/6 | 52.7% | +7.1 pp | 13.4% | — | — |
| KMB | KIMBERLY CLARK CORP | Paper & Packaging | 5/6 | 0.6% | +4.0 pp | 23.1% | — | — |
| NEM | NEWMONT Corp /DE/ | Metal Mining | 5/6 | 15.1% | +53.6 pp | 25.7% | — | — |
| NEU | NEWMARKET CORP | Chemicals | 5/6 | 7.0% | +4.2 pp | 16.0% | — | — |
| SKY | Champion Homes, Inc. | Lumber & Wood Products | 5/6 | 1.3% | −9.2 pp | 22.4% | — | — |
| USLM | UNITED STATES LIME & MINERALS INC | Nonmetallic Minerals Mining | 5/6 | 8.3% | +14.2 pp | 42.3% | — | — |
| WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Rubber & Plastics Products | 5/6 | 20.6% | −3.6 pp | 15.7% | — | — |
| APOG | APOGEE ENTERPRISES, INC. | Stone, Clay, Glass & Concrete | 4/6 | 9.2% | −2.3 pp | 9.0% | — | — |
| CENX | CENTURY ALUMINUM CO | Primary Metals | 4/6 | 19.7% | +27.7 pp | 34.6% | — | — |
| CF | CF Industries Holdings, Inc. | Chemicals | 4/6 | 17.6% | +0.7 pp | 39.5% | — | — |
| CRS | CARPENTER TECHNOLOGY CORP | Primary Metals | 4/6 | 12.6% | +18.8 pp | 22.4% | — | — |
| DECK | DECKERS OUTDOOR CORP | Rubber & Plastics Products | 4/4 | 5.7% | +4.6 pp | — | — | — |
| MLI | MUELLER INDUSTRIES INC | Primary Metals | 4/6 | 31.6% | −1.2 pp | 39.2% | — | — |
| MLM | MARTIN MARIETTA MATERIALS INC | Nonmetallic Minerals Mining | 4/6 | 21.0% | +0.1 pp | 6.3% | — | — |
| NPO | Enpro Inc. | Rubber & Plastics Products | 4/5 | 17.6% | +11.5 pp | 6.6% | — | — |
| PKG | PACKAGING CORP OF AMERICA | Paper & Packaging | 4/6 | 14.7% | −4.1 pp | 9.5% | — | — |
| SMG | SCOTTS MIRACLE-GRO CO | Chemicals | 4/5 | 1.1% | +10.5 pp | 12.7% | — | — |
| STLD | STEEL DYNAMICS INC | Primary Metals | 4/6 | 33.4% | −8.9 pp | 12.5% | — | — |
| SXT | SENSIENT TECHNOLOGIES CORP | Chemicals | 4/6 | 11.6% | +0.9 pp | 9.1% | — | — |
| TREX | TREX CO INC | Lumber & Wood Products | 4/4 | 7.8% | +0.1 pp | — | — | — |
| WOR | WORTHINGTON ENTERPRISES, INC. | Primary Metals | 4/6 | 13.2% | +5.4 pp | 4.8% | — | — |
| ALB | ALBEMARLE CORP | Chemicals | 3/6 | 31.1% | −26.4 pp | 0.0% | — | — |
| AVY | Avery Dennison Corp | Paper & Packaging | 3/3 | 10.9% | — | — | — | — |
| BCPC | BALCHEM CORP | Chemicals | 3/3 | 11.2% | +5.1 pp | — | — | — |
| CSW | CSW INDUSTRIALS, INC. | Chemicals | 3/6 | 33.0% | −2.3 pp | 7.9% | — | — |
| ENTG | ENTEGRIS INC | Rubber & Plastics Products | 3/6 | 11.5% | +4.4 pp | 6.8% | — | — |
| ESI | Element Solutions Inc | Chemicals | 3/6 | 56.4% | +1.6 pp | 5.4% | — | — |
| IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | Chemicals | 3/6 | 1.8% | +21.1 pp | 3.1% | — | — |
| RPM | RPM INTERNATIONAL INC/DE/ | Chemicals | 3/3 | 4.8% | — | — | — | — |
| UFPI | UFP INDUSTRIES INC | Lumber & Wood Products | 3/6 | 2.6% | −4.3 pp | 8.7% | — | — |
| CDE | Coeur Mining, Inc. | Metal Mining | 2/3 | 125.9% | — | — | — | — |
| CRH | CRH PUBLIC LTD CO | Stone, Clay, Glass & Concrete | 2/3 | 5.6% | — | 10.7% | — | — |
| DD | DuPont de Nemours, Inc. | Chemicals | 2/3 | 4.0% | — | — | — | — |
| EMN | EASTMAN CHEMICAL CO | Chemicals | 2/3 | 9.9% | — | — | — | — |
| EXP | EAGLE MATERIALS INC | Stone, Clay, Glass & Concrete | 2/3 | 2.6% | — | — | — | — |
| KNF | Knife River Corp | Nonmetallic Minerals Mining | 2/6 | 12.6% | −0.4 pp | 6.3% | — | — |
| LEU | CENTRUS ENERGY CORP | Nonmetallic Minerals Mining | 2/6 | 14.0% | −11.1 pp | 4.8% | — | — |
| NGVT | Ingevity Corp | Chemicals | 2/3 | -5.3% | — | — | — | — |
| NWL | NEWELL BRANDS INC. | Rubber & Plastics Products | 2/5 | 3.0% | +4.0 pp | 1.8% | — | — |
| NX | Quanex Building Products CORP | Primary Metals | 2/4 | 1.3% | — | 6.5% | — | — |
| OC | Owens Corning | Stone, Clay, Glass & Concrete | 2/5 | 0.3% | −18.1 pp | 0.4% | — | — |
| REYN | Reynolds Consumer Products Inc. | Paper & Packaging | 2/3 | 0.6% | — | — | — | — |
| ROCK | GIBRALTAR INDUSTRIES, INC. | Primary Metals | 2/5 | 64.6% | −2.8 pp | 4.0% | — | — |
| ROG | ROGERS CORP | Chemicals | 2/4 | 6.9% | −7.2 pp | — | — | — |
| SLVM | Sylvamo Corp | Paper & Packaging | 2/5 | 1.5% | — | 5.5% | — | — |
| WS | Worthington Steel, Inc. | Primary Metals | 2/5 | 212.4% | −4.2 pp | 0.2% | — | — |
| AA | Alcoa Corp | Primary Metals | 1/3 | 31.4% | — | — | — | — |
| APD | Air Products & Chemicals, Inc. | Chemicals | 1/5 | 4.6% | −23.1 pp | -1.5% | — | — |
| DOW | DOW INC. | Chemicals | 1/2 | 19.7% | — | — | — | — |
| FMC | FMC CORP | Chemicals | 1/4 | -17.5% | −81.4 pp | -29.2% | — | — |
| GPK | GRAPHIC PACKAGING HOLDING CO | Paper & Packaging | 1/5 | -0.7% | −6.1 pp | 4.5% | — | — |
| GT | GOODYEAR TIRE & RUBBER CO /OH/ | Rubber & Plastics Products | 1/2 | -4.8% | — | — | — | — |
| IOSP | INNOSPEC INC. | Chemicals | 1/4 | 11.8% | −1.5 pp | — | — | — |
| IP | INTERNATIONAL PAPER CO /NEW/ | Paper & Packaging | 1/2 | -2.3% | — | — | — | — |
| KOP | Koppers Holdings Inc. | Lumber & Wood Products | 1/5 | 3.0% | −10.5 pp | -2.7% | — | — |
| LPX | LOUISIANA-PACIFIC CORP | Lumber & Wood Products | 1/5 | -12.0% | −6.8 pp | 2.8% | — | — |
| LYB | LyondellBasell Industries N.V. | Chemicals | 1/5 | 19.8% | −3.9 pp | 3.7% | — | — |
| MOS | MOSAIC CO | Chemicals | 1/5 | -6.0% | −17.8 pp | -0.8% | — | — |
| MP | MP Materials Corp. / DE | Metal Mining | 1/4 | 89.0% | −81.3 pp | -4.1% | — | — |
| MTUS | Metallus Inc. | Primary Metals | 1/3 | 11.9% | — | — | — | — |
| MTX | MINERALS TECHNOLOGIES INC | Chemicals | 1/4 | 3.7% | −10.3 pp | -1.1% | — | — |
| NKE | NIKE, Inc. | Rubber & Plastics Products | 1/3 | -4.3% | — | — | — | — |
| NUE | NUCOR CORP | Primary Metals | 1/3 | 22.9% | — | — | — | — |
| OI | O-I Glass, Inc. /DE/ | Stone, Clay, Glass & Concrete | 1/2 | -2.2% | — | — | — | — |
| OLN | OLIN Corp | Chemicals | 1/5 | -0.9% | −15.8 pp | -1.8% | — | — |
| REX | REX AMERICAN RESOURCES Corp | Chemicals | 1/3 | 6.3% | — | — | — | — |
| SOLS | Solstice Advanced Materials Inc. | Chemicals | 1/1 | 11.1% | — | — | — | — |
| SW | Smurfit Westrock plc | Paper & Packaging | 1/3 | 1.1% | — | 3.2% | — | — |
| WLK | WESTLAKE CORP | Chemicals | 1/4 | 10.8% | −23.8 pp | -8.1% | — | — |
| CLF | CLEVELAND-CLIFFS INC. | Metal Mining | 0/5 | 18.6% | −4.1 pp | -1.7% | — | — |