Varamir

LCII co-mover map

Supply chainMoved with it

Moved with it · LCII · measured on our own daily closes

The tape agrees with LCII's filings on 7 names, and adds 41 they never mention.

Every pair regressed over our own daily closes, 499 shared sessions behind the strongest. Companies that move together, not companies that move each other — this measures the tape, it does not explain it.

In its filings · 7

Thor Industries IncTHOr 0.72 · 499d
Brunswick CorpBCr 0.70 · 499d
Winnebago Industries IncWGOr 0.66 · 499d
Polaris Inc.PIIr 0.59 · 499d
Cavco Industries, Inc.CVCOr 0.54 · 499d
Champion Homes, Inc.SKYr 0.51 · 500d
Blue Bird CorpBLBDr 0.30 · 501d

Not in any filing · top 9 of 41

Patrick Industries IncPATKr 0.73 · 499d
UFP Industries IncUFPIr 0.64 · 499d
Avient CorpAVNTr 0.62 · 499d
Stanley Black & Decker, Inc.SWKr 0.60 · 499d
Owens CorningOCr 0.60 · 499d
Illinois Tool Works IncITWr 0.59 · 499d
M/I Homes, Inc.MHOr 0.59 · 499d
Masco CorpMASr 0.59 · 499d
Haverty Furniture Companies IncHVTr 0.59 · 499d

The next 32 the filings never mention, by industry

industrials & materials · 16consumer · 9financials · 5energy & real estate · 2

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Not investment advice. Varamir is not a brokerage and does not execute orders. Prices via Intrinio; the tape shows ETF proxies. The supply-chain graph is published under CC BY 4.0; licensed market data is not redistributable.