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Sales Performance Mortgage Rates Housing Affordability Housing Prices Sales Forecast D. R. Horton Public Spending Housing Demand Inventory Management Builder Confidence Customer Demographics Lennar Performance D. R. Horton, Inc. PulteGroup, Inc. Residential Units Lennar Corp.

Meridian’s Q3 Letter Highlights FIGR’s Marketplace Scale and J&J’s Pipeline Progress

The fund stresses stock-specific catalysts as its hedged approach lagged a policy-driven rally.

Lennar Profit Miss and Revenue Beat Send Shares Lower

Lennar Q3 Profit Plunges 46% as Guidance Trails Wall Street

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