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Z/ZG/CSGP/FAF/STC/COMP/HOUS: Winners and Losers Following a Seminal Transaction Announcement in the Real Estate...

September 22nd, 2025

In late June we published a report entitled: “THE WAR FOR RESIDENTIAL REAL ESTATE: A FIERCE BATTLE FOR THE HOME BETWEEN Zillow (Z/ZG), CoStar Group (CSGP), Rocket, inc. (RKT), and Compass Group...

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Current Ideas

Z

LONG

$126

STC

SHORT

$40

FAF

SHORT

$38

RKT

LONG

$25

CSGP

SHORT

$52

HUSQ.B

SELL

$50

AYI

SHORT

$50

TTC

LONG

$110

KNSL

SELL/SHORT

$230

FRPT

SELL/SHORT

$55

BYON

LONG

$70

EXPI

SELL/SHORT

$4

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

NA.TO

SHORT

$22

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR