UHG β€” UNITED HOMES GROUP INC

Ownership history in WOLVERINE ASSET MANAGEMENT LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which WOLVERINE ASSET MANAGEMENT LLC reported a position in UNITED HOMES GROUP INC (UHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

WOLVERINE ASSET MANAGEMENT LLC Γ— UHG AI Analytics

πŸ“‰ WOLVERINE ASSET MANAGEMENT LLC underperformed the S&P 500 by –40.9% annually on this UHG position. Timing score: 56% (5/9 decisions correct). Average cost basis: $4.60. Maximum drawdown during holding period: –74.9%.

πŸ“ˆ Position Alpha vs SPY
-40.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 40.9% ann.
9 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$4.60
-10.2% vs current ($4.13)

Best entry: $2.90 (2025 Q2)  Β·  Worst: $11.16 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–74.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
70%
buy-side decisions

7 adds Β· 3 trims. Bought during 3 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    UHG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 19,818 +10,223 +106.5% 0.00% $82K $4.13
2025 Q2 ADDED 9,595 +319 +3.4% 0.00% $28K $2.90
2025 Q1 REDUCED 9,276 -989 -9.6% 0.00% $26K $2.80
2024 Q4 ADDED 10,265 +6,285 +157.9% 0.00% $43K $4.23
2024 Q3 ADDED 3,980 +1,562 +64.6% 0.00% $24K $6.14
2024 Q2 ADDED 2,418 +651 +36.8% 0.00% $14K $5.69
2024 Q1 REDUCED 1,767 -276 -13.5% 0.00% $12K $6.99
2023 Q4 REDUCED 2,043 -1,160 -36.2% 0.00% $17K $8.43
2023 Q3 ADDED 3,203 +2,977 +1317.3% 0.00% $18K $5.60
2023 Q2 INITIATED 226 β€” β€” 0.00% $3K $11.16
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