home building industry
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 5, 2026 by Dan Loeb · across every show →
Everything said about home building industry, oldest first
Jun 5, 2026 bearish
Loeb: Third Point has been shorting homebuilder-related equities
“We had, ah, a really strong view on home builders from last year that, ah, there were two things going on. It wasn't just It wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first st…”