XHB
4 tracked calls · 3 long · 1 short · last 90d: 2L/1S
first called by All-In Podcast 7mo ago
LONG1mo ago
“Gold/Homebuilders look decent on a fade”SuspendedCap
Homebuilders re-rate higher as Fed hike fears fade with falling oil and strained consumers eliminating any case for tightening
XHBLONG@ $115.32
$105.12-8.84%
since call Jun 24
SHORTPOSITION1mo ago
“We had a a really strong view on home builders from last year that uh there were two things going on.”All-In Podcast
Third Point is short homebuilders on a dual thesis: the sector is structurally impaired by hidden land-pool liabilities dressed up as asset-light options, and post-COVID cost inflation has outrun what buyers can afford at current mortgage rates. Loeb explicitly confirms the position is live.
XHBSHORT@ $105.88
$105.12+0.72%
since call Jun 5
LONG2mo ago
“the replacement cost, because everything around it, every, the cost of everything is going up … it just leads to debasement”Forward Guidance · Quinn Thompson
Long housing on replacement cost: inflation drives the cost of everything up so home replacement value rises
XHBLONG@ $97.14
$105.12+8.21%
since call May 21
peak +13.0%
LONG7mo ago
“that's going to bring down things like mortgage costs and the cost of financing a car payment and things like that.”All-In Podcast
Falling mortgage costs into a 2026 golden age set up homebuilders to re-rate
XHBLONG@ $104.66
$105.12+0.44%
since call Dec 19
peak +5.5%