June 2025

The five widest Discovery Gaps at the end of June 2025, revisited today from the same public filings. Descriptive, not predictive.

WLFC—WILLIS LEASE FINANCE CORP

All industries

Then · 30 Jun 2025: Discovery Gap Very high (99/100)·AIR Constructive (62/100)
Now · 7 Oct 2026: Discovery Gap Very high (99/100)·AIR Constructive (65/100)·Still in top 5

Since then: Catalyst (16 Sep 2026)·Catalyst (24 Aug 2026)·Catalyst (4 Aug 2026)·Commercial traction (3 Aug 2026)·Catalyst (29 Jul 2026)·Commercial traction (10 Jul 2026)

ORKA—Oruka Therapeutics, Inc.

Biotech

Then · 30 Jun 2025: Discovery Gap Very high (98/100)·AIR Cautious (46/100)
Now · 7 Oct 2026: Discovery Gap High (28/100)·AIR Neutral (59/100)·Left the top 5

Since then: Management change (24 Aug 2026)·Catalyst (10 Aug 2026)·Catalyst (29 May 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)·Catalyst (27 Apr 2026)

CON—Concentra Group Holdings Parent, Inc.

All industries

Then · 30 Jun 2025: Discovery Gap Very high (98/100)·AIR Neutral (56/100)
Now · 7 Oct 2026: Discovery Gap Medium (10/100)·AIR Constructive (64/100)·Left the top 5

Since then: Management change (4 Sep 2026)·Commercial traction (21 Aug 2026)·Catalyst (5 Aug 2026)·Management change (5 Aug 2026)·Catalyst (5 Aug 2026)·Management change (6 Jul 2026)

VCTR—Victory Capital Holdings, Inc.

All industries

Then · 30 Jun 2025: Discovery Gap Very high (97/100)·AIR Cautious (49/100)
Now · 7 Oct 2026: Discovery Gap Very high (84/100)·AIR Attractive (71/100)·Left the top 5

Since then: Catalyst (11 Sep 2026)·Catalyst (26 Aug 2026)·Commercial traction (25 Aug 2026)·Catalyst (25 Aug 2026)·Catalyst (12 Aug 2026)·Catalyst (5 Aug 2026)

RDW—Redwire Corp

Industrials

Then · 30 Jun 2025: Discovery Gap Very high (96/100)·AIR Neutral (54/100)
Now · 7 Oct 2026: Discovery Gap Very high (60/100)·AIR Cautious (41/100)·Left the top 5

Since then: Catalyst (5 Aug 2026)·Management change (10 Jul 2026)·Commercial traction (30 Jun 2026)·Catalyst (30 Jun 2026)·Catalyst (18 Jun 2026)·Commercial traction (9 Jun 2026)