BC+29.13%6.3%
BEN.PA-29.70%6.3%
CCL-7.19%6.3%
COOK-28.61%6.3%
DOO+15.13%6.3%
FOXF-42.57%6.3%
HGV+5.02%6.3%
HOG-1.04%6.3%
MBUU-26.38%6.3%
MPX-6.98%6.3%
PII+31.48%6.3%
RCL-14.17%6.3%
SBDS-74.34%6.3%
TNL+31.01%6.3%
VAC+18.53%6.3%
WGO-12.99%6.3%
As of Jul 10, 2026, 7:14 AM ET
Cycle Short '24: Vacation/Recreation Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Royal Caribbean Cruises Ltd.RCL | 6.3% | -0.48% | 2.54% | -10.38% | -5.95% | 4.37% | -6.38% | 38.57% | -14.17% | $77.26B |
Carnival Corporation & plcCCL | 6.3% | 0.24% | 4.21% | -8.46% | -6.31% | -11.57% | -14.79% | 34.90% | -7.19% | $36.66B |
Brunswick CorporationBC | 6.3% | 2.32% | 3.59% | -9.01% | -4.40% | 5.57% | -2.05% | 44.10% | 29.13% | $5.07B |
Travel + Leisure Co.TNL | 6.3% | -3.04% | 1.72% | -4.85% | -1.65% | 5.75% | 1.20% | 59.56% | 31.01% | $4.62B |
BRP Inc.DOO | 6.3% | 2.25% | 1.29% | -5.48% | -0.05% | -17.07% | -19.99% | 66.22% | 15.13% | $4.30B |
Hilton Grand Vacations Inc.HGV | 6.3% | -0.81% | 2.63% | -6.32% | -2.14% | 12.58% | 12.06% | 33.07% | 5.02% | $3.99B |
Polaris Inc.PII | 6.3% | -1.28% | 0.27% | -7.39% | 1.70% | 4.08% | 9.61% | 54.49% | 31.48% | $3.74B |
Marriott Vacations Worldwide CorporationVAC | 6.3% | 0.00% | 4.99% | -4.11% | -1.07% | 71.28% | 51.99% | 50.69% | 18.53% | $3.39B |
Harley-Davidson, Inc.HOG | 6.3% | 0.82% | -2.01% | 2.56% | 2.90% | 21.28% | 39.51% | -2.85% | -1.04% | $2.62B |
Winnebago Industries, Inc.WGO | 6.3% | -2.27% | 0.83% | -7.77% | -6.41% | -28.26% | -27.12% | -18.89% | -12.99% | $821.8M |
Fox Factory Holding Corp.FOXF | 6.3% | 5.29% | 0.73% | -8.13% | -2.46% | -2.86% | -1.31% | -33.17% | -42.57% | $697.0M |
Bénéteau S.A.BEN.PA | 6.3% | 0.66% | 1.96% | -6.38% | -1.79% | -28.56% | -26.45% | -17.84% | -29.70% | $558.6M |
Malibu Boats, Inc.MBUU | 6.3% | -1.81% | 4.05% | -6.79% | 2.30% | -7.02% | -9.74% | -17.02% | -26.38% | $515.1M |
Marine Products CorporationMPX | 6.3% | 0.00% | 0.00% | 0.00% | 0.00% | -4.97% | 7.77% | 3.88% | -6.98% | $280.0M |
Traeger, Inc.COOK | 6.3% | 0.00% | 3.81% | -12.94% | -4.23% | 32.20% | 66.02% | -15.51% | -28.61% | $198.6M |
Solo Brands, Inc.SBDS | 6.3% | 2.79% | -16.05% | -5.37% | -1.45% | -43.80% | -52.51% | -46.88% | -74.34% | $8.7M |
| Theme return | — | 0.29% | 0.91% | -6.30% | 1.45% | -6.80% | -4.41% | -35.51% | -2.22% | — |
| Average | 6.3% | 0.29% | 0.91% | -6.30% | -1.94% | 0.81% | 1.74% | 14.58% | -7.10% | $9.05B |
| Median | 6.3% | 0.00% | 1.84% | -6.58% | -1.72% | 0.61% | -1.68% | 18.48% | -7.09% | $3.00B |
| Std Dev | 0.0% | 2.03% | 4.73% | 3.59% | 2.85% | 26.05% | 29.40% | 35.65% | 28.28% | $19.56B |
| Min | 6.3% | -3.04% | -16.05% | -12.94% | -6.41% | -43.80% | -52.51% | -46.88% | -74.34% | $8.7M |
| Max | 6.3% | 5.29% | 4.99% | 2.56% | 2.90% | 71.28% | 66.02% | 66.22% | 31.48% | $77.26B |
| % Positive Tickers | 43.75% | 81.25% | 6.25% | 18.75% | 50.00% | 43.75% | 56.25% | 37.50% |
About this theme
Cycle Short '24: Vacation/Recreation tracks 16 publicly listed stocks in this theme. Sample tickers: BC, BEN.PA, CCL, COOK, DOO, FOXF, HGV, HOG, MBUU, MPX, PII, RCL, and 4 more. Use the table below for the full list.
