
What smart money is saying about Green Brick Partners
GRBK
No fund has written a full thesis on Green Brick Partners in our archive, but 2 fund letters report a position in it — most recently JAG Capital Management Small Mid Cap Growth Strategy in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Green Brick Partners on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- TrimmedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“Green Brick Partners (GRBK) is a homebuilder based in the Southeast. Although we believe the company’s strategy and management is top-notch, we are concerned that the housing downturn could be more prolonged than we expected.”
Green Brick Partners - June 2026
“While we had nice gains in Acadia Healthcare, Centene, Green Brick Partners and TD SYNNEX, we attribute these mostly to the market lifting the stocks rather than to specific company developments, though Centene did have surprisingly strong results.”
Green Brick Partners
Read the letters behind these Green Brick Partners positions
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