ALC.TO+40.00%20.0%
GBX+11.52%20.0%
KEX+30.03%20.0%
MATX+82.11%20.0%
OSG-33.49%20.0%
As of Aug 6, 2026, 4:25 AM ET
Supply Shock in MidEast Short '26: Jones Act Shippers Constituents
Algoma Central CorporationALC.TO | 20.0% | 0.93% | -0.97% | 1.44% | -0.71% | 19.39% | -6.85% | 58.51% | 40.00% | $660.1M |
Kirby CorporationKEX | 20.0% | -1.00% | -11.81% | -1.41% | -0.03% | 18.99% | 1.00% | 27.10% | 30.03% | $7.01B |
Matson, Inc.MATX | 20.0% | -3.72% | -2.40% | 0.48% | 1.44% | 66.71% | 23.70% | 57.36% | 82.11% | $6.21B |
Octave Specialty Group, Inc.OSG | 20.0% | 0.89% | 1.61% | -11.53% | 5.19% | -26.99% | 6.17% | -31.23% | -33.49% | $255.7M |
The Greenbrier Companies, Inc.GBX | 20.0% | -1.21% | -4.62% | 2.86% | 0.93% | 7.03% | -11.89% | -1.68% | 11.52% | $1.54B |
| Theme return | — | 0.82% | 3.64% | 1.12% | -0.45% | -16.69% | -4.08% | -26.23% | -26.67% | — |
| Average | 20.0% | -0.82% | -3.64% | -1.63% | 1.36% | 17.03% | 2.43% | 22.01% | 26.03% | $3.14B |
| Median | 20.0% | -1.00% | -2.40% | 0.48% | 0.93% | 18.99% | 1.00% | 27.10% | 30.03% | $1.54B |
| Std Dev | 0.0% | 1.71% | 4.56% | 5.14% | 2.05% | 30.05% | 12.33% | 34.65% | 37.71% | $2.88B |
| Min | 20.0% | -3.72% | -11.81% | -11.53% | -0.71% | -26.99% | -11.89% | -31.23% | -33.49% | $255.7M |
| Max | 20.0% | 0.93% | 1.61% | 2.86% | 5.19% | 66.71% | 23.70% | 58.51% | 82.11% | $7.01B |
| % Positive Tickers | 40.00% | 20.00% | 60.00% | 60.00% | 80.00% | 60.00% | 60.00% | 80.00% |
About this theme
Supply Shock in MidEast Short '26: Jones Act Shippers tracks 5 publicly listed stocks in this theme: ALC.TO, GBX, KEX, MATX, OSG. See the constituent table for details.
