
ALC.TO+49.50%20.0%

GBX-1.69%20.0%

KEX+39.28%20.0%

MATX+110.73%20.0%

OSG-47.40%20.0%
As of Aug 24, 2026, 4:53 AM ET
Supply Shock in MidEast Short '26: Jones Act Shippers Constituents
Algoma Central CorporationALC.TO | 20.0% | -0.56% | 4.95% | 9.67% | 9.90% | 32.15% | 3.10% | 75.45% | 80.64% | 80.43% | 49.50% | $732.0M |
Kirby CorporationKEX | 20.0% | 0.51% | 5.49% | -6.15% | 6.70% | 27.00% | 7.80% | 35.66% | 17.56% | 160.87% | 39.28% | $7.49B |
Matson, Inc.MATX | 20.0% | 2.78% | 9.00% | 5.81% | 9.98% | 80.73% | 34.11% | 70.60% | 66.92% | 214.97% | 110.73% | $6.74B |
Octave Specialty Group, Inc.OSG | 20.0% | 0.89% | 0.22% | -18.60% | -15.74% | -41.52% | -14.95% | -44.92% | -60.43% | -67.04% | -47.40% | $204.8M |
The Greenbrier Companies, Inc.GBX | 20.0% | 0.52% | -0.17% | -11.65% | -6.50% | -0.85% | -18.38% | -8.92% | -0.01% | 21.33% | -1.69% | $1.42B |
| Theme return | — | -0.83% | -3.90% | 6.03% | -0.04% | -15.99% | -3.46% | -25.47% | -20.54% | -83.87% | -26.90% | — |
| Average | 20.0% | 0.83% | 3.90% | -4.18% | 0.87% | 19.50% | 2.34% | 25.57% | 20.94% | 82.11% | 30.08% | $3.32B |
| Median | 20.0% | 0.52% | 4.95% | -6.15% | 6.70% | 27.00% | 3.10% | 35.66% | 17.56% | 80.43% | 39.28% | $1.42B |
| Std Dev | 0.0% | 1.09% | 3.46% | 10.58% | 10.28% | 40.26% | 18.80% | 46.42% | 50.50% | 99.80% | 52.87% | $3.13B |
| Min | 20.0% | -0.56% | -0.17% | -18.60% | -15.74% | -41.52% | -18.38% | -44.92% | -60.43% | -67.04% | -47.40% | $204.8M |
| Max | 20.0% | 2.78% | 9.00% | 9.67% | 9.98% | 80.73% | 34.11% | 75.45% | 80.64% | 214.97% | 110.73% | $7.49B |
| % Positive Tickers | 80.00% | 80.00% | 40.00% | 60.00% | 60.00% | 60.00% | 60.00% | 60.00% | 80.00% | 60.00% |
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.
