Industry ownership intelligence

Residential Construction insider conviction

Executive and director activity assessed across 13 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardConsumer Cyclical sectorCompany signalsFiling ledgerData API
62/100

Accumulation bias

94/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
48
Latest evidence
9 Sep 2026

Capital positioning read

Accumulation bias

Priced common-share acquisitions carry more weighted evidence than disposals after freshness, role, size, and duplicate controls.

Watch for market confirmation

Evidence in favour

  • 22 distinct acquisition events survive duplicate and security-type controls.
  • Participation spans 48 named insiders rather than one filing source.
  • The latest qualifying evidence is fresh, dated 03 Sep 2026.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction62Accumulation bias
Confidence94Deep evidence
Controlled events55directional common-share events
Company breadth13represented companies
Acquisition value$9.1Mnormalized amount
Disposal value$30.7Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

129 Jun
806 Jul
1713 Jul
020 Jul
2027 Jul
1803 Aug
910 Aug
217 Aug
924 Aug
431 Aug
207 Sep
014 Sep
AcquisitionsDisposalsScore 62 · Confidence 94

Relative positioning

Industry peer map

Current score with confidence.

Auto ManufacturersConviction accumulation7685 confidence Recreational VehiclesConviction accumulation7288 confidence LodgingConviction accumulation7175 confidence Personal ServicesAccumulation bias6577 confidence Auto & Truck DealershipsAccumulation bias6396 confidence Residential ConstructionAccumulation bias6294 confidence Textile ManufacturingAccumulation bias6241 confidence Apparel ManufacturingAccumulation bias6091 confidence Auto PartsAccumulation bias5792 confidence Furnishings, Fixtures & AppliancesBalanced insider tape5294 confidence Footwear & AccessoriesBalanced insider tape4988 confidence Luxury GoodsBalanced insider tape4780 confidence Home Improvement RetailBalanced insider tape4682 confidence Specialty RetailBalanced insider tape4595 confidence LeisureDistribution bias4394 confidence Packaging & ContainersDistribution bias4095 confidence RestaurantsDistribution bias3792 confidence Resorts & CasinosDistribution bias3589 confidence Travel ServicesDistribution bias3480 confidence Apparel RetailDistribution bias3393 confidence Homebuilding & Construction SuppliesConcentrated distribution2522 confidence GamblingConcentrated distribution2275 confidence Internet RetailConcentrated distribution1896 confidence Department StoresConcentrated distribution1653 confidence

Directional balance

Controlled event mix

40.0%acquisition
Acquisition events
22
Disposal events
33
Net value
-$21.7M

Evidence quality

What the filings represent

Common equity83
Equity compensation5
Options and derivatives9
Other securities0

Decision makers

Role participation

Director60
Finance leadership18
CEO and chair8
Other executive5
Large holder3
Other or unspecified3

Quality controls

Evidence usability

Normalized values
63%
Priced common share
62%
Named insiders
48
Controlled events
55

Auditable evidence

Latest Residential Construction filings

Showing 61 to 90 of 97.

CVCOCavco Industries Inc
GREENBLATT, DAVID A.Director
AcquisitionCommon equity
Not reportedContext evidence
CVCOCavco Industries Inc
KERLEY, RICHARD ADirector
AcquisitionCommon equity
Not reportedContext evidence
CVCOCavco Industries Inc
MOSTER, STEVEN WDirector
AcquisitionCommon equity
Not reportedContext evidence
CVCOCavco Industries Inc
SZE, JULIADirector
AcquisitionCommon equity
Not reportedContext evidence
HOVHovnanian Enterprises Inc
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
AcquisitionCommon equity
Not reportedContext evidence
HOVHovnanian Enterprises Inc
HOVNANIAN, ARA KDirector, Chairman of the Board & CEO, 10% Owner
DisposalCommon equity
Not reportedContext evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalOptions and derivatives
Not reportedContext evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$1.7MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$1.2MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
AcquisitionCommon equity
$827.0KDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalOptions and derivatives
Not reportedContext evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$4.9MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$2.2MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
AcquisitionCommon equity
$2.1MDirectional evidence
KBHKB Home
MCGIBNEY, ROBERT V.Director, President and CEO
DisposalOptions and derivatives
Not reportedContext evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalOptions and derivatives
Not reportedContext evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$4.5MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
AcquisitionCommon equity
$1.5MDirectional evidence
KBHKB Home
MCGIBNEY, ROBERT V.Director, President and CEO
DisposalCommon equity
$1.1MDirectional evidence
KBHKB Home
MEZGER, JEFFREY TDirector, Executive Chairman
DisposalCommon equity
$715.8KDirectional evidence
KBHKB Home
MCGIBNEY, ROBERT V.Director, President and CEO
AcquisitionCommon equity
$334.3KDirectional evidence
LENLennar Corporation
OLIVERA, ARMANDO JDirector
AcquisitionCommon equity
$1.6KDirectional evidence
LENLennar Corporation
SONNENFELD, JEFFREYDirector
AcquisitionCommon equity
$1.4KDirectional evidence
LENLennar Corporation
BANSE, AMYDirector
AcquisitionCommon equity
$1.2KDirectional evidence
LENLennar Corporation
GILLIAM, THERON IDirector
AcquisitionCommon equity
$1.2KDirectional evidence
LENLennar Corporation
HUDSON, SHERRILL WDirector
AcquisitionCommon equity
$1.2KDirectional evidence
LENLennar Corporation
MCCLURE, TERI PDirector
AcquisitionCommon equity
$1.2KDirectional evidence
LENLennar Corporation
SMITH, DACONADirector
AcquisitionCommon equity
$1.2KDirectional evidence
LENLennar Corporation
WOLFE, SERENADirector
AcquisitionCommon equity
$1.2KDirectional evidence
TMHCTaylor Morn Home
YIP, CHRISTOPHER J.Director
AcquisitionEquity compensation
Not reportedContext evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context