| Date | Stock | Action | From | To |
|---|---|---|---|---|
| May 18, 2026 |
TREX Co., Inc.
TREX
|
Upgrade | Neutral | Outperform |
| Feb 13, 2026 |
Fortune Brands Innovations Inc
FBIN
|
Downgrade | Neutral | |
| Feb 12, 2026 |
Zillow Group Inc - Ordinary Shares - Class A
ZG
|
Upgrade | Buy | Outperform |
| Feb 11, 2026 |
Masco Corp.
MAS
|
Downgrade | Neutral | |
| Feb 05, 2026 |
Champion Homes Inc.
SKY
|
Downgrade | Outperform | Neutral |
| Feb 05, 2026 |
Cavco Industries Inc
CVCO
|
Upgrade | Outperform | |
| Jan 29, 2026 |
NVR Inc.
NVR
|
Upgrade | Underperform | Neutral |
| Jan 29, 2026 |
Williams-Sonoma, Inc.
WSM
|
Upgrade | Underperform | Neutral |
| Jan 29, 2026 |
RH - Ordinary Shares - Class A
RH
|
Hold | Outperform | Outperform |
| Nov 07, 2025 |
Champion Homes Inc.
SKY
|
Upgrade | Outperform | |
| Nov 05, 2025 |
TREX Co., Inc.
TREX
|
Downgrade | Outperform | Neutral |
| Oct 31, 2025 |
Builders Firstsource Inc
BLDR
|
Upgrade | Neutral | Neutral |
| Aug 12, 2025 |
MI Homes Inc.
MHO
|
Upgrade | Outperform | |
| Aug 08, 2025 |
Installed Building Products Inc
IBP
|
Upgrade | Underperform | Neutral |
| Aug 08, 2025 |
Zillow Group Inc - Ordinary Shares - Class C
Z
|
Downgrade | Neutral | |
| Aug 05, 2025 |
Wayfair Inc - Ordinary Shares - Class A
W
|
Hold | Outperform | Outperform |
| May 15, 2025 |
Wayfair Inc - Ordinary Shares - Class A
W
|
Initialise | Outperform | |
| May 15, 2025 |
Williams-Sonoma, Inc.
WSM
|
Initialise | Underperform | |
| May 15, 2025 |
Palo Alto Networks Inc
PANW
|
Initialise | Underperform | |
| Apr 14, 2025 |
MasterBrand Inc
MBC
|
Downgrade | Underperform | |
| Apr 14, 2025 |
American Woodmark Corp.
AMWD
|
Downgrade | Neutral | Underperform |
| Mar 05, 2025 |
Redfin Corp
RDFN
|
Upgrade | Outperform | |
| Jan 31, 2025 |
Century Communities Inc
CCS
|
Upgrade | Neutral | |
| Sep 23, 2024 |
Lennar Corp. - Ordinary Shares - Class A
LEN
|
Upgrade | Neutral | Outperform |
| Sep 17, 2024 |
Tri Pointe Homes Inc.
TPH
|
Upgrade | Neutral | |
| Sep 05, 2024 |
UDR Inc
UDR
|
Initialise | Outperform | |
| Sep 05, 2024 |
Camden Property Trust
CPT
|
Initialise | Underperform | |
| Sep 05, 2024 |
Mid-America Apartment Communities, Inc.
MAA
|
Initialise | Underperform | |
| Sep 05, 2024 |
Avalonbay Communities Inc.
AVB
|
Initialise | Neutral | |
| Sep 05, 2024 |
Equity Residential Properties Trust
EQR
|
Initialise | Outperform | |
| Sep 05, 2024 |
Essex Property Trust, Inc.
ESS
|
Initialise | Neutral | |
| Aug 12, 2024 |
Taylor Morrison Home Corp.
TMHC
|
Upgrade | Neutral | Outperform |
| Aug 05, 2024 |
Beazer Homes USA Inc.
BZH
|
Downgrade | Buy | Neutral |
| Jul 17, 2024 |
American Woodmark Corp.
AMWD
|
Downgrade | Buy | Neutral |
| Jul 12, 2024 |
NVR Inc.
NVR
|
Downgrade | Underperform | |
| Jun 17, 2024 |
TREX Co., Inc.
TREX
|
Upgrade | Outperform | |
| Jun 17, 2024 |
Installed Building Products Inc
IBP
|
Downgrade | Underperform | |
| Jun 17, 2024 |
Beacon Roofing Supply Inc - Ordinary Shares - Class A
BECN
|
Upgrade | Hold | Outperform |
| Jun 17, 2024 |
Builders Firstsource Inc
BLDR
|
Downgrade | Buy | Neutral |
| Jun 12, 2024 |
Lennar Corp. - Ordinary Shares - Class A
LEN
|
Downgrade | Neutral | |
| May 23, 2024 |
Hovnanian Enterprises, Inc. - Ordinary Shares - Class A
HOV
|
Upgrade | Underperform | Neutral |
| May 13, 2024 |
Dream Finders Homes Inc - Ordinary Shares - Class A
DFH
|
Upgrade | Neutral | Outperform |
| Apr 24, 2024 |
PulteGroup Inc
PHM
|
Upgrade | Outperform | |
| Apr 12, 2024 |
Hovnanian Enterprises, Inc. - Ordinary Shares - Class A
HOV
|
Downgrade | Neutral | Underperform |
| Apr 12, 2024 |
Taylor Morrison Home Corp.
TMHC
|
Upgrade | Neutral | |
| Apr 12, 2024 |
D.R. Horton Inc.
DHI
|
Downgrade | Neutral | |
| Apr 02, 2024 |
Home Depot, Inc.
HD
|
Upgrade | Outperform | |
| Apr 02, 2024 |
Lowe`s Cos., Inc.
LOW
|
Downgrade | Neutral | |
| Mar 01, 2024 |
Dream Finders Homes Inc - Ordinary Shares - Class A
DFH
|
Upgrade | Neutral | |
| Feb 26, 2024 |
Meritage Homes Corp.
MTH
|
Upgrade | Outperform |