Hsieh Anthony Li purchased $193K of LDI (indirect holdings)

D.R. Horton (DHI) reported a 20% cancellation rate and lowered revenue guidance, while loanDepot (LDI) fell 59% YTD. Annaly Capital (NLY) rose 12% on wider net interest spreads. PNC gained 25% by repositioning its portfolio. Mortgage rates increased due to higher 10-year Treasury yields, not Fed policy, with CPI at 3.4%.

loanDepot (NYSE:LDI) reported Q2 2026 results on Aug. 4, with its adjusted net loss narrowing and margins improving after a shift toward home equity products. Funded volume rose to $8.0B, revenue increased 18% to $337.3M, and net loss fell to $6.6M from $54.9M. Shares traded around $1.04 on Aug. 5.

loanDepot reported Q2 2026 results showing a narrower adjusted net loss of $29.2 million versus $33.6 million in Q1, with adjusted EBITDA rising to $20.5 million from $14.3 million. The company attributed margin improvement to higher home equity lending, with loan units up 25% and pull-through gain-on-sale margin up 74 bps to 3.45%. Expenses were $343.9 million. Randian Capital urged a strategic alternatives review.

loanDepot, Inc. (LDI) filed an SEC Form 8-K — Results of Operations and Financial Condition. loanDepot announces second quarter 2026 financial results Strategic expansion into home equity drove unit volume growth of 25%, and revenue growth of 18%, improved operating leverage and substantially narrowed the quarterly loss compared to prior quarter. Second Quarter 2026 High

BTIG downgraded Rocket, Fannie Mae and Freddie Mac to neutral from buy in Doug Harter’s second-half outlook, citing a tougher-than-expected rate environment and reduced visibility on “normalized” earnings. For Fannie/Freddie, BTIG said uncertainty around conservatorship timing limits near-term upside; it valued Fannie at $26 and Freddie at $32 in a positive case, but $4 each if preferreds convert to common. BTIG kept UWM at buy but cut its price target to $4 from $10 amid leverage/dividend conce

DE ANGOITIA ALFONSO purchased 476,190 indirectly-held shares of Liberty Latin America Ltd. (LILA) at an average of $20.95 ($20.65–$21.00, $9.98M total) across 3 trades over 2026-08-31 to 2026-09-02.