Sector: consumerreal-estate
Conviction from: S&P
52-week range: 131.75176.22
The largest homebuilder in the United States by volume, constructing and selling single-family homes across a range of price points, with related mortgage and title services.
7 tracked filer(s) hold this · 3 opened, 2 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 62 — mean of 7 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Jonathan Litt / Land & Buildings | 42 | New buy | 113,257 | $18,447,300 | 3.2% |
| Stanley Druckenmiller / Duquesne | 95 | New buy | 299,000 | $48,701 | 0.9% |
| Warren Buffett / Berkshire Hathaway | 62 | New buy | 3,564 | $580,504 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Added +208% | 239,200 | $38,960,896 | 0.1% |
| Bridgewater | 56 | Added +84% | 42,798 | $6,970,938 | 0.0% |
| Ancora | 40 | Trimmed -3% | 21,739 | $3,540,794 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -21% | 80,200 | $13,062,976 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
6 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-09-22 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| Report | Date | Stance |
|---|
| #86 — Macro Memo: After the Trump Bump | 2025-02-25 | SHORT |
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |