July 2025

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

WLFC—WILLIS LEASE FINANCE CORP

All industries

Then · 31 Jul 2025: Discovery Gap Very high (99/100)·AIR Constructive (63/100)
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)

FOUR—Shift4 Payments, Inc.

All industries

Then · 31 Jul 2025: Discovery Gap Very high (99/100)·AIR Constructive (60/100)
Now · 7 Oct 2026: Discovery Gap Very high (80/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (6 Aug 2026)·Commercial traction (8 Jul 2026)·Catalyst (8 Jul 2026)·Catalyst (7 May 2026)·Management change (3 Mar 2026)·Catalyst (26 Feb 2026)

BALY—Bally's Corp

All industries

Then · 31 Jul 2025: Discovery Gap Very high (99/100)·AIR Cautious (41/100)
Now · 7 Oct 2026: Discovery Gap Very high (81/100)·AIR Cautious (48/100)·Left the top 5

Since then: Catalyst (1 Oct 2026)·Commercial traction (1 Oct 2026)·Catalyst (4 Sep 2026)·Catalyst (4 Sep 2026)·Commercial traction (4 Sep 2026)·Catalyst (30 Aug 2026)

CON—Concentra Group Holdings Parent, Inc.

All industries

Then · 31 Jul 2025: Discovery Gap Very high (97/100)·AIR Neutral (55/100)
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)

ASTH—Astrana Health, Inc.

All industries

Then · 31 Jul 2025: Discovery Gap Very high (96/100)·AIR Neutral (52/100)
Now · 7 Oct 2026: Discovery Gap Low (0/100)·AIR Neutral (51/100)·Left the top 5

Since then: Catalyst (22 Sep 2026)·Catalyst (6 Aug 2026)·Management change (25 Jun 2026)·Management change (10 Jun 2026)·Management change (7 May 2026)·Catalyst (7 May 2026)