Varamir

MBC co-mover map

Supply chainMoved with it

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

The tape agrees with MBC's filings on 2 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 · 2

Home Depot, Inc.HDr 0.59 · 499d
Lowes Companies IncLOWr 0.58 · 499d

Not in any filing · top 9 of 41

Owens CorningOCr 0.69 · 499d
Builders FirstSource, Inc.BLDRr 0.66 · 499d
UFP Industries IncUFPIr 0.65 · 499d
Masco CorpMASr 0.65 · 499d
Trex Co IncTREXr 0.63 · 499d
Boise Cascade CoBCCr 0.63 · 499d
Century Communities, Inc.CCSr 0.60 · 499d
KB HomeKBHr 0.60 · 499d
Green Brick Partners, Inc.GRBKr 0.59 · 499d

The next 32 the filings never mention, by industry

industrials & materials · 24consumer · 7energy & real estate · 1

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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.