Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 446 same-sector companies present in both snapshots

-2.02 pp
Common-cohort change

+1 / −10
Entered / left buying status

+38 / −30
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 0 / 3

Entered buying status (1)

CHEETAH NET SUPPLY CHAIN SERVICE INC.

Left buying status (10)

VIRCO MFG CORPORATION · G III APPAREL GROUP LTD /DE/ · RCI HOSPITALITY HOLDINGS, INC. · Zumiez Inc · Crocs, Inc. · Dogecoin Cash, Inc. · Planet Fitness, Inc. · CAVA GROUP, INC. · Target Hospitality Corp. · BETTERWARE DE MEXICO, S.A.P.I. DE C.V

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 89.9%

Companies with purchases: 25 · Multiple buyers: 3 · Repeat buyers on distinct dates: 9

Multiple buyers · 3/25 (12.0%)
3/25

Repeat buying · 9/25 (36.0%)
9/25

Largest recorded gross purchases: LENNAR CORP /NEW/ (USD 434,761,098) · GROUP 1 AUTOMOTIVE INC (USD 97,802,474) · GameStop Corp. (USD 77,478,007)

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Companies to investigate

Company	Buying status	Buyers	Buyer-days	Gross purchases	Latest buy
LENNAR CORP /NEW/ LEN, LEN.B	Buying	1	9	USD 434,761,098	2026-10-02
GROUP 1 AUTOMOTIVE INC GPI	Buying	1	5	USD 97,802,474	2026-09-30
GameStop Corp. GME	Buying	3	6	USD 77,478,007	2026-10-13
Gogoro Inc. GGR	Buying	1	1	USD 35,114,298	2026-10-07
QVC Group, Inc. QVCG	Buying	1	5	USD 21,386,392	2026-10-09
SONIC AUTOMOTIVE INC SAH	Buying	1	5	USD 4,584,694	2026-10-14
Liberty Live Holdings, Inc. LLYVK	Buying	1	1	USD 2,904,982	2026-09-24
DICK'S SPORTING GOODS, INC. DKS	Buying	3	3	USD 1,744,758	2026-09-30
NEIGHBORHOOD INTELLIGENCE, INC. NXH	Buying	1	1	USD 1,000,000	2026-10-06
Tokyo Lifestyle Co., Ltd. TKLF	Buying	1	1	USD 382,711	2026-09-29
CHEETAH NET SUPPLY CHAIN SERVICE INC. CTNT	Buying	1	1	USD 330,000	2026-10-09
STUDIO CITY INTERNATIONAL HOLDINGS Ltd MSC	Buying	1	1	USD 208,720	2026-09-23
JEWETT CAMERON TRADING CO LTD JCTC	Buying	1	16	USD 87,187	2026-10-15
Baozun Inc. BZUN	Buying	1	4	USD 79,783	2026-10-14
Venu Holding Corp VENU	Buying	1	1	USD 75,900	2026-09-29
OXFORD INDUSTRIES INC OXM	Buying	1	1	USD 65,375	2026-09-24
Vera Bradley, Inc. VRA	Buying	1	2	USD 60,200	2026-10-06
CULP INC CULP	Buying	2	2	USD 29,514	2026-09-28
Rush Street Interactive, Inc. RSI	Buying	1	1	USD 29,025	2026-09-25
Dave & Buster's Entertainment, Inc. PLAY	Buying	1	1	USD 26,000	2026-09-28
TILLY'S, INC. TLYS	Buying	1	1	USD 20,100	2026-09-21
Dolphin Entertainment, Inc. DLPN	Buying	1	4	USD 19,383	2026-10-12
Xos, Inc. XOS	Buying	1	1	USD 10,561	2026-09-21
GENESCO INC GCO	Buying	1	1	USD 9,983	2026-09-21
Lucky Strike Entertainment Corp LUCK	Buying	1	1	USD 2,121	2026-09-22

459 other eligible companies had no qualifying buying in the window

1 800 FLOWERS COM INC · 1stdibs.com, Inc. · 707 Cayman Holdings Ltd. · A.K.A. BRANDS HOLDING CORP. · ABERCROMBIE & FITCH CO /DE/ · Academy Sports & Outdoors, Inc. · Accel Entertainment, Inc. · Acushnet Holdings Corp. · ACV Auctions Inc. · Adient plc · ADVANCE AUTO PARTS INC · AEN Group Ltd. · Aeva Technologies, Inc. · AEye, Inc. · ALBANY INTERNATIONAL CORP /DE/ · Alibaba Group Holding Ltd · Allison Transmission Holdings Inc · AlphaVest Acquisition Corp. · AMAZE HOLDINGS, INC. · AMAZON COM INC · Amcor plc · Amer Sports, Inc. · AMERICAN EAGLE OUTFITTERS INC · American Outdoor Brands, Inc. · American Picture House Corp · AMERICAS CARMART INC · Andersen Group Inc. · Aptera Motors Corp · Aptiv PLC · Aramark · Arcos Dorados Holdings Inc. · Arhaus, Inc. · ARK RESTAURANTS CORP · ASBURY AUTOMOTIVE GROUP INC · Aterian, Inc. · Atlanta Braves Holdings, Inc. · Atmus Filtration Technologies Inc. · ATRenew Inc. · AUTOLIV INC · AUTONATION, INC. · AUTOZONE INC · AVIS BUDGET GROUP, INC. · AZIO AI HOLDINGS, INC. · Bally's Corp · Bark, Inc. · Barnes & Noble Education, Inc. · BASSETT FURNITURE INDUSTRIES INC · Bath & Body Works, Inc. · Beachbody Company, Inc. · BEAZER HOMES USA INC · BEST BUY CO INC · BETTERWARE DE MEXICO, S.A.P.I. DE C.V · Biglari Holdings Inc. · BILI Social International, Inc. · Birkenstock Holding plc · BJs RESTAURANTS INC · Black Rock Coffee Bar, Inc. · Bloomin' Brands, Inc. · Blue Bird Corp · Bob's Discount Furniture, Inc. · Boot Barn Holdings, Inc. · BORGWARNER INC · BOYD GAMING CORP · BRAND HOUSE COLLECTIVE, INC. · Brightstar Lottery PLC · Brilliant Earth Group, Inc. · BRINKER INTERNATIONAL, INC · BUCKLE INC · BUILD-A-BEAR WORKSHOP INC · Builders FirstSource, Inc. · Burlington Stores, Inc. · Caesars Entertainment, Inc. · CALERES INC · Camping World Holdings, Inc. · Cannae Holdings, Inc. · Canterbury Park Holding Corp · Capri Holdings Ltd · Carbon Revolution Public Ltd Co · CARMAX INC · CarParts.com, Inc. · CARRIAGE SERVICES INC · CARTERS INC · CARVANA CO. · CASEYS GENERAL STORES INC · CAVA GROUP, INC. · CCH Holdings Ltd · CDW Corp · CENTURY CASINOS INC /CO/ · Century Communities, Inc. · Chagee Holdings Ltd. · ChargePoint Holdings, Inc. · CHEESECAKE FACTORY INC · Chewy, Inc. · Childrens Place, Inc. · CHIPOTLE MEXICAN GRILL INC · CHOICE HOTELS INTERNATIONAL INC /DE · Churchill Downs Inc · CINTAS CORP · Citi Trends Inc · Civeo Corp · Clarus Corp · Codere Online Luxembourg, S.A. · COLUMBIA SPORTSWEAR CO · Commercial Vehicle Group, Inc. · Compass Diversified Holdings · Cooper-Standard Holdings Inc. · COPART INC · Cosan S.A. · Coupang, Inc. · CRACKER BARREL OLD COUNTRY STORE, INC · Crocs, Inc. · CROWN CRAFTS INC · DANA Inc · DARDEN RESTAURANTS INC · Dauch Corp · DECKERS OUTDOOR CORP · DENNY'S Corp · Designer Brands Inc. · DESTINATION XL GROUP, INC. · Digital Brands Group, Inc. · Digital Currency X Technology Inc. · DILLARD'S, INC. · Dine Brands Global, Inc. · DIXIE GROUP INC · Dogecoin Cash, Inc. · DoorDash, Inc. · Dorman Products, Inc. · DraftKings Inc. · Dream Finders Homes, Inc. · Driven Brands Holdings Inc. · DSC Holdings Ltd. · DULUTH HOLDINGS INC. · Dutch Bros Inc. · E-Home Household Service Holdings Ltd · EBAY INC · Eightco Holdings Inc. · El Pollo Loco Holdings, Inc. · Empery Digital Inc. · Envela Corp · Ermenegildo Zegna N.V. · ESCALADE INC · ETHAN ALLEN INTERIORS INC · ETSY INC · European Wax Center, Inc. · Everus Construction Group, Inc. · EVgo Inc. · EVI INDUSTRIES, INC. · FARADAY FUTURE INTELLIGENT ELECTRIC INC. · FASTENAL CO · Fat Brands, Inc · FEDERAL SIGNAL CORP /DE/ · FIGS, Inc. · First Watch Restaurant Group, Inc. · FLANIGANS ENTERPRISES INC · FLEXSTEEL INDUSTRIES INC · Floor & Decor Holdings, Inc. · Flutter Entertainment plc · FORD MOTOR CO · FOX FACTORY HOLDING CORP · FULL HOUSE RESORTS INC · Funko, Inc. · G III APPAREL GROUP LTD /DE/ · Galaxy Gaming, Inc. · Gambling.com Group Ltd · GameSquare Holdings, Inc. · GAP INC · Garrett Motion Inc. · General Motors Co · GENTEX CORP · Gentherm Inc · GENUINE PARTS CO · GEO GROUP INC · Getaround, Inc · GIFTIFY, INC. · GigaCloud Technology Inc · Good Times Restaurants Inc. · GOODYEAR TIRE & RUBBER CO /OH/ · Green Brick Partners, Inc. · Grove Collaborative Holdings, Inc. · GrowGeneration Corp. · GUESS INC · H World Group Ltd · H&R BLOCK INC · Hall of Fame Resort & Entertainment Co · Hamilton Beach Brands Holding Co · Hanesbrands Inc. · HARLEY-DAVIDSON, INC. · HASBRO, INC. · HAVERTY FURNITURE COMPANIES INC · HELEN OF TROY LTD · HERTZ GLOBAL HOLDINGS, INC · Hesai Group · High Roller Technologies, Inc. · Hilton Grand Vacations Inc. · Hilton Worldwide Holdings Inc. · HNI CORP · Holley Inc. · HOME DEPOT, INC. · HONDA MOTOR CO LTD · Honest Company, Inc. · HOOKER FURNISHINGS Corp · HORTON D R INC /DE/ · Hour Loop, Inc · HOVNANIAN ENTERPRISES INC · Hyatt Hotels Corp · Hyliion Holdings Corp. · Innoviz Technologies Ltd. · INSIGHT ENTERPRISES INC · Installed Building Products, Inc. · INTERFACE INC · iPower Inc. · IROBOT CORP · J.Jill, Inc. · JACK IN THE BOX INC · JAKKS PACIFIC INC · JD.com, Inc. · Jerash Holdings (US), Inc. · Jersey Mike's Subs Inc. · JOHNSON OUTDOORS INC · Jumia Technologies AG · Karat Packaging Inc. · KB HOME · KOHLS Corp · Kontoor Brands, Inc. · KURA SUSHI USA, INC. · LA-Z-BOY INC · LANDS' END, INC. · LAS VEGAS SANDS CORP · Lazydays Holdings, Inc. · LCI INDUSTRIES · LEAR CORP · LEGGETT & PLATT INC · Leslie's, Inc. · LEVI STRAUSS & CO · LGI Homes, Inc. · Li Auto Inc. · Life Time Group Holdings, Inc. · LightInTheBox Holding Co., Ltd. · Linkage Global Inc · LIQUIDITY SERVICES INC · LITHIA MOTORS INC · Live Nation Entertainment, Inc. · LIVE VENTURES Inc · LiveOne, Inc. · LiveWire Group, Inc. · LKQ CORP · Lovesac Co · LOWES COMPANIES INC · Lucid Group, Inc. · Luckin Coffee Inc. · Lulu's Fashion Lounge Holdings, Inc. · lululemon athletica inc. · Luminar Technologies, Inc./DE · LuxExperience B.V. · M/I HOMES, INC. · Macy's, Inc. · Madison Square Garden Entertainment Corp. · Maplebear Inc. · MARINEMAX INC · MARRIOTT INTERNATIONAL INC /MD/ · Marti Technologies, Inc. · MasterBrand, Inc. · MATTEL INC /DE/ · MCDONALDS CORP · MEDIFAST INC · Medirom Healthcare Technologies Inc. · Melco Resorts & Entertainment LTD · MERCADOLIBRE INC · Meritage Homes CORP · MGM Resorts International · Microvast Holdings, Inc. · MILLER INDUSTRIES INC /TN/ · MILLERKNOLL, INC. · Mister Car Wash, Inc. · MIXED MARTIAL ARTS GROUP LTD · MODINE MANUFACTURING CO · MOGU Inc. · MOHAWK INDUSTRIES INC · MONARCH CASINO & RESORT INC · MONRO, INC. · MOTORCAR PARTS OF AMERICA INC · Murphy USA Inc. · MYERS INDUSTRIES INC · NATHANS FAMOUS, INC. · Neo-Concept International Group Holdings Ltd · NEW ROYAL HOLDCO I INC. · Newegg Commerce, Inc. · Newton Golf Company, Inc. · NEXTNRG, INC. · NIKE, Inc. · NIO Inc. · Niu Technologies · NOBLE ROMANS INC · NOCOPI TECHNOLOGIES INC/MD/ · Nomadar Corp. · NOODLES & Co · Nuvve Holding Corp. · NVR INC · O REILLY AUTOMOTIVE INC · ODP Corp · On Holding AG · ONE Group Hospitality, Inc. · ONESPAWORLD HOLDINGS Ltd · OneWater Marine Inc. · OPENLANE, Inc. · OSHKOSH CORP · PACCAR INC · PAPA JOHNS INTERNATIONAL INC · Park Hotels & Resorts Inc. · PATRICK INDUSTRIES INC · Pattern Group Inc. · PDD Holdings Inc. · PELOTON INTERACTIVE, INC. · PENN Entertainment, Inc. · PENSKE AUTOMOTIVE GROUP, INC. · Perfect Moment Ltd. · Petco Health & Wellness Company, Inc. · PHINIA INC. · Planet Fitness, Inc. · Playboy, Inc. · Polaris Inc. · Polestar Automotive Holding UK PLC · Portillo's Inc. · POTBELLY CORP · PULTEGROUP INC/MI/ · Purple Innovation, Inc. · Pursuit Attractions & Hospitality, Inc. · PVH CORP. /DE/ · QuantumScape Corp · QVC Group, Inc. · RALPH LAUREN CORP · RCI HOSPITALITY HOLDINGS, INC. · Reborn Coffee, Inc. · RED ROBIN GOURMET BURGERS INC · Red Rock Resorts, Inc. · REE Automotive Ltd. · Reformation Inc. · REGIS CORP · Rent the Runway, Inc. · Reservoir Media, Inc. · Restaurant Brands International Inc. · REV Group, Inc. · Revolve Group, Inc. · RH · Rivian Automotive, Inc. / DE · ROCKY BRANDS, INC. · ROSS STORES, INC. · RUSH ENTERPRISES INC \TX\ · RYDER SYSTEM INC · Sadot Group Inc. · SafeSpace Global Corp · Sally Beauty Holdings, Inc. · Savers Value Village, Inc. · Sea Ltd · SEAFARER EXPLORATION CORP · Securetech Innovations, Inc. · SENTIENT BRANDS HOLDINGS INC. · SERVICE CORP INTERNATIONAL · SES AI Corp · Shake Shack Inc. · SharkNinja, Inc. · SHERWIN WILLIAMS CO · SHOE STATION GROUP INC · SIGNET JEWELERS LTD · Six Flags Entertainment Corporation/NEW · Sleep Number Corp · SMITH A O CORP · Smith Douglas Homes Corp. · Soho House & Co Inc. · Solid Power, Inc. · Solo Brands, Inc. · SOMNIGROUP INTERNATIONAL INC. · Sono Group N.V. · Sphere Entertainment Co. · SPORTSMAN'S WAREHOUSE HOLDINGS, INC. · STANDARD MOTOR PRODUCTS, INC. · STARBUCKS CORP · Stark Novus Financial Inc. · STEELCASE INC · STEVEN MADDEN, LTD. · Stitch Fix, Inc. · STONERIDGE INC · STRATTEC SECURITY CORP · Sunstone Hotel Investors, Inc. · Super Group (SGHC) Ltd · SUPERIOR GROUP OF COMPANIES, INC. · Sweetgreen, Inc. · TABLE TRAC INC · TANDY LEATHER FACTORY INC · TAPESTRY, INC. · Target Hospitality Corp. · Taylor Morrison Home Corp · Tesla, Inc. · Texas Roadhouse, Inc. · TheRealReal, Inc. · THOR INDUSTRIES INC · ThredUp Inc. · TILE SHOP HOLDINGS, INC. · TJX COMPANIES INC /DE/ · TKO Group Holdings, Inc. · Toll Brothers, Inc. · Topgolf Callaway Brands Corp. · Torrid Holdings Inc. · TOYOTA MOTOR CORP/ · TRACTOR SUPPLY CO /DE/ · Traeger, Inc. · Travel & Leisure Co. · Tri Pointe Homes, Inc. · TripAdvisor, Inc. · Tron Inc. · U Power Ltd · U-Haul Holding Co /NV/ · Ulta Beauty, Inc. · Under Armour, Inc. · UNIFI INC · UNIFIRST CORP · United Homes Group, Inc. · United Parks & Resorts Inc. · URBAN OUTFITTERS INC · V F CORP · VAIL RESORTS INC · VALVOLINE INC · Versigent PLC · Vestand Inc. · Victoria's Secret & Co. · VINCE HOLDING CORP. · Viomi Technology Co., Ltd · Vipshop Holdings Ltd · VIRCO MFG CORPORATION · VISTEON CORP · Vroom, Inc. · WABASH NATIONAL Corp · Warner Music Group Corp. · Wayfair Inc. · Wendy's Co · WEYCO GROUP INC · WHIRLPOOL CORP /DE/ · WILLIAMS SONOMA INC · Wingstop Inc. · WINMARK CORP · WINNEBAGO INDUSTRIES INC · WOLVERINE WORLD WIDE INC /DE/ · Workhorse Group Inc. · Worksport Ltd · WW INTERNATIONAL, INC. · WYNDHAM HOTELS & RESORTS, INC. · WYNN RESORTS LTD · XCel Brands, Inc. · Xenia Hotels & Resorts, Inc. · XPENG INC. · Xponential Fitness, Inc. · XWELL, Inc. · YELP INC · YETI Holdings, Inc. · YUM BRANDS INC · Yum China Holdings, Inc. · ZKH Group Ltd · Zoomcar Holdings, Inc. · Zumiez Inc

Background

Price and liquidity context

-9.3%
median 30-day company return · 118 companies

6,187,506
median daily turnover

22
companies with buy / ADTV

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Earnings-related buying

2
earnings events in 180 days

1
events followed by buying

+8.6%
median 5-day reaction

Observed patterns: EPS_MEET_BUY (1) · NO_POST_EARNINGS_BUY (1)

Earnings surprise and price reaction are kept separate from insider activity. Missing estimates or event dates are not inferred.

Coverage and evidence quality

Eligible companies: 484 · Buying companies: 25 · Price history: 118 · Complete purchase values: 25

Not available yet: outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.

Market breadth & relative performance

Price participation, separate from insider buying.

Sector ETF performance

2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.

Sector / ETF	1M	3M	6M
S&P 500 Price benchmark	+1.4%	+1.7%	+8.8%
Consumer CyclicalXLY	+2.1%+0.6 pp vs S&P	-4.2%-5.8 pp vs S&P	-4.4%-13.2 pp vs S&P

ETF series coverage: 1/1 · ETF portfolios differ from this research universe.

Methodology & dates

Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.

1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16

Constituent price coverage

10 / 484 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.

View coverage and exploratory sample statistics

2026-10-16 · S&P 500 (^GSPC)

Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.

Sector	MA50	MA200	1M	3M	6M
Consumer Cyclical	30.0% · 3/10 coverage 10/484	40.0% · 4/10 coverage 10/484	+5.2% +3.8 pp 10/484	-5.0% -6.7 pp 10/484	+4.3% -4.4 pp 10/484