The GoodHaven Fund 2026 Semi-Annual Contributors And Detractors

Impact · against what's priced in

The report confirms a shift in momentum for BLD and LEN, as macroeconomic headwinds in the entry-level housing market turn former winners into detractors. The persistence of high mortgage rates and affordability issues creates a negative drag on both companies.

BLD−0.80

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In context

Builders FirstSource has transitioned from a long-term winner to a major detractor due to affordability and mortgage rate pressures in the domestic housing market.

Read from the article alone

• BLD
• LEN
• affordability
• home builders
• housing
• mortgage rates

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