MARKET-DISCOVERED GROUP
Price direction is split across 16 measured members. Capital-flow agreement is 4%, so the basket is not yet clean.
No session event has enough timestamp precision to place on the clock.
WED, JUL 22DHI filing documented shared operating contextcredit / rates · date precision only
THU, JUL 30CVCO filing documented shared operating contextcredit / rates · date precision only
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across CVCO, DORM, KBH, LEN, MHO, MTH, PATK, RUSHA.
“Subject to certain conditions and requirements set forth in the Credit Agreement, including the availability of additional lender commitments, the Company may request from time to time one or more term loan facilities, or increases in the aggregate commitments under the Revolving Credit Facility, in an aggregate amount not exceeding $ 150 million.”
CVCO 10-Q · 2026-07-31
“We identified management’s assumption related to the timing in which work orders are completed as a critical audit matter because of the significant judgments made by management to estimate the timing of warranty claims relative to home sales.”
CVCO 10-K · 2026-05-22
“The decrease in consolidated net sales is primarily due to lower current dealer and consumer demand in comparison to fiscal 2024 in the North American Motorized and European segments, partially offset by an increase in net sales from our North American Towable segment.”
THO 10-K · 2025-09-24
No qualified cross-asset lead/lag link is available for this group.
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
03 · WHO IS IN IT
9/16 active11 rising · 5 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| THO | THOR Industries, Inc. | Most unusual | -0.0% | 4.2% of 24 sessions | Most unusual activity in this snapshot; performance direction may differ. |
| VVV | Valvoline Inc. | Participating | -1.3% | 37.5% of 24 sessions | Price participation with distributing signed flow. |
| MHO | M/I Homes, Inc. | Participating | +1.3% | 12.5% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| RUSHA | Rush Enterprises, Inc. | Participating | -2.2% | 0% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| RUSHB | Rush Enterprises, Inc. | Participating | +2.3% | 0% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| LEN | Lennar Corporation | Participating | -0.6% | 4.2% of 24 sessions | Price participation with accumulating signed flow. |
| PATK | Patrick Industries, Inc. | Participating | +0.3% | 4.2% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| MTH | Meritage Homes Corporation | Participating | +1.4% | 4.2% of 24 sessions | Price participation with accumulating signed flow. |
| KBH | KB Home | Participating | +2.6% | 16.7% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| DHI | D.R. Horton, Inc. | Participating | +1.3% | 8.3% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| GRBK | Green Brick Partners, Inc. | Participating | +1.0% | 0% of 24 sessions | Price participation is not yet confirmed by per-name flow. |
| SKY | Champion Homes, Inc. | Participating | +0.3% | 8.3% of 24 sessions | Price participation with accumulating signed flow. |
| LCII | LCI Industries | Quiet / lagging | +0.5% | 4.2% of 24 sessions | Not participating yet; a breadth test or a genuine divergence. |
| CVCO | Cavco Industries, Inc. | Quiet / lagging | +0.3% | 0% of 24 sessions | Not participating yet; a breadth test or a genuine divergence. |
| PHM | PulteGroup, Inc. | Quiet / lagging | +0.9% | 16.7% of 24 sessions | Not participating yet; a breadth test or a genuine divergence. |
| DORM | Dorman Products, Inc. | Quiet / lagging | -0.2% | 12.5% of 24 sessions | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
Only 3 completed episodes across 24 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.