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Housing
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 5, 2026 |
Black Bear Value Partners Adam Schwartz
|
View | AI, Energy, Private Credit, Housing, Regional Banks, Metallurgical Coal | BLDR, FLG, HCC, PSK.TO, TDW | banks, Coal, energy, Housing, Shorts, turnaround, value |
| 2025 Q3 | Oct 28, 2025 |
The London Company Small Cap Brian Campbell
|
View | Quality, Industrials, Housing | AWI, GHC, HAE, IPAR, NGVT, WTM | cyclicals, Housing, industrials, materials, Quality Investing |
| 2025 Q3 | Oct 17, 2025 |
Boyar Value Group Mark Boyar
|
View | AI, Housing | - | Artificial Intelligence, emerging markets, Housing, interest rates, productivity |
| 2025 Q3 | Oct 28, 2025 |
Merion Road Capital Aaron Sallen
|
View | Defense, Housing | AMWD, BELFA, VCTR | Corporate Governance, defense, Drones, Housing, M&A |
| 2025 Q3 | Oct 21, 2025 |
Third Avenue Value Fund Matthew Fine
|
View | Commodities, Value, Housing | AC PM, BCC, ROG | Coal, Copper, gold, Housing, Value Investing |
| 2025 Q3 | Oct 30, 2025 |
Argosy Investors Mike Loeb
|
View | AI, Credit, Housing | DAVA, DFH, FERG, NVO, POST, W | Artificial Intelligence, Auto Loans, Credit Risk, Housing, interest rates |
| 2025 Q3 | Oct 21, 2025 |
Third Avenue Real Estate Value Fund Jason Wolf
|
View | Europe, Housing, Hospitality | AC FP, SKY, UTG LN | Affordable Housing, Discount Valuation, Hotel Franchising, Structural Shift, UK Real Estate |
| 2025 Q3 | Oct 31, 2025 |
GoodHaven Capital Management Larry Pitkowsky
|
View | Energy, Financials, Quality, Housing | - | banks, Building Products, Digital Advertising, free cash flow, insurance |
| 2025 Q3 | Oct 8, 2025 |
Black Bear Value Partners Adam Schwartz
|
View | Energy, Value, Cyclicals, Housing | BLDR, FLG, HCC, LXS GR, TDW | commodities, cyclicals, energy, Housing, Value Investing |
| 2025 Q3 | Oct 21, 2025 |
Baron Real Estate Fund Jeffrey Kolitch
|
View | Real Estate, REITs, Housing | AAON, ABNB, AMT, CBRE, CRH, IRM, JLL, WYNN | Housing, infrastructure, Property tech, real estate, REITs |
| 2025 Q3 | Oct 9, 2025 |
Heartland Mid Cap Value Fund Colin McWey
|
View | AI, Semiconductors, Value, Cyclicals, Housing | CNC, DHI, LRCX | Artificial Intelligence, Housing, Quality, semiconductors, Value Investing |