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Natural Disasters Long '24: Modular Homes
4 tickers · $7.14B total market cap
Group: Natural Disasters Long
With the 2025 Atlantic hurricane season forecasted to be above average, following the destructive 2024 season, there is an anticipated surge in demand for modular housing solutions. Companies like Cavco Industries (CVCO), McGrath RentCorp (MGRC), Black Diamond Group (BDI.TO), and Safehold Inc. (SFR.LSE) are poised to benefit from increased needs for temporary and permanent housing options in disaster-affected areas.
Natural Disasters Long '24: Modular Homes tracks 4 publicly listed stocks in this theme: BDI.TO, CVCO, MGRC, SFR.LSE. See the constituent table for details.
Thesis update: 2025-04-19
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Cavco Industries, Inc.CVCO | 01/29/2026 (AMC) | 05/21/2026 (AMC) | -20.32% | — | -5.55% | — | $3.61B | 25.0000 |
McGrath RentCorpMGRC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -4.10% | -7.91% | 7.08% | -0.57% | $2.70B | 25.0000 |
Black Diamond Group LimitedBDI.TO | 04/30/2026 (AMC) | 04/30/2026 (AMC) | -4.98% | -1.66% | -1.23% | 0.18% | $835.7M | 25.0000 |
Severfield plcSFR.LSE | 11/24/2025 (BMO) | 06/24/2026 (BMO) | 5.14% | — | -8.89% | — | $1.0M | 25.0000 |
| Average | -6.06% | -4.78% | -2.15% | -0.19% | $1.79B | 25.0000 | ||
| Median | -4.54% | -4.78% | -3.39% | -0.19% | $1.77B | 25.0000 | ||
| Std Dev | 9.14% | 3.12% | 5.98% | 0.38% | $1.44B | 0.0% | ||
| Min | -20.32% | -7.91% | -8.89% | -0.57% | $1.0M | 25.0000 | ||
| Max | 5.14% | -1.66% | 7.08% | 0.18% | $3.61B | 25.0000 | ||
| % Positive Tickers | 25.00% | 0.00% | 25.00% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.