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Homebuilders
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Financials, Oil, Homebuilders, Advertising | BAC, BLDR, BRK-B, DVN, EXOR.MI, GOOG, JEF, LEN.B, TVK.TO, VNOM | concentrated, energy, financials, Housing, Quality, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Pelican Bay Capital Management Tyler Hardt
|
View | AI, Value, Homebuilders | ACM, BF.B, BLDR, CME, CSCO, FDS, GNRC, Gold, GOOG, MU, ODFL, ON, TOL, ZTS | AI, concentrated, healthcare, Homebuilders, Quality, semiconductors, technology, value |
| 2025 Q4 | Jan 21, 2026 |
Smead Value Fund Bill Smead
|
View | Value, Homebuilders | AMGN, APA, AXP, CVE, DHI, EBAY, FANG, HD, LEN, MAC, MRK, OXY, SPG, UHAL | contrarian, energy, healthcare, Homebuilders, long-term, Market Extremes, S&P 500, value |
| 2025 Q4 | Feb 3, 2026 |
Robotti Value Investors Bob Robotti
|
View | Gold, Value, Cyclical Recovery, Homebuilders, Offshore Drilling | BLDR, HD, TDW | Consolidation, Cyclical, energy, gold, Homebuilders, Offshore, Recovery, value |
| 2025 Q4 | Jan 21, 2026 |
Meridian Hedged Equity Fund Clayton Freeman
|
View | Energy, Gaming, Homebuilders, Travel | ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU | energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value |
| 2025 Q4 | Feb 12, 2026 |
Bretton Fund Stephen Dodson
|
View | AI, Financials, Consumer, Homebuilders | AXP, AZO, BAC, BRK-B, DFH, EXP, GOOGL, JPM, MA, MCO, MSFT, NVR, PGR, ROST, RVTY, SPGI, TJX, UNH, UNP, V | AI, Banking, consumer, financials, Housing, technology, value |
| 2025 Q4 | Jan 6, 2026 |
Tapasya Investment Fund Pratik Kodial
|
View | AI, Value, Homebuilders | 0700.HK, ADBE, ADYEN.AS, BABA, BLDR, CMG, CVNA, FNMA, GLBE, GOOG, IBKR, LULU, PRX.AS, UMG.AS | AI, Concentration, global, Homebuilders, long-term, Quality, technology, value |
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Value, Buybacks, Homebuilders, Real Estate | AMH, BKG.L, BRK-A, BYG.L, CBRE, DHI, FMCC, FNF, FNMA, FPH, JLL, LEN, PHM, PLD, RYN, SKY, SUI, UHAL, UTG.L, WY | Commercial, Homebuilders, real estate, REIT, Residential, value |
| 2025 Q4 | Jan 12, 2026 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Value, Buybacks, Coal, Airports, Homebuilders, Auto Dealers, Oil Services | AAPL, AMR, AMZN, AN, GOOGL, HMT.L, META, MSFT, NVDA, PHM, RIG, TOL, TSLA | Airports, Auto Dealers, Buybacks, Coal, global, Homebuilders, Oil Services, value |
| 2025 Q4 | Jan 23, 2026 |
Baron Real Estate Fund Jeffrey Kolitch
|
View | Data Centers, Industrial, Homebuilders, Travel, Commercial Real Estate | AMH, AMT, BX, CSGP, DHI, FBIN, GDS, GMG.AX, H, HLT, IRM, JLL, PLD, RKT, SKY, TMHC, TREX, VNO, VTR, WELL | Commercial, Data centers, Housing, Industrial, real estate, REITs, Travel |