United Homes (UHG)

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	25.82 mm	25.82 mm	25.82 mm	25.82 mm	25.82 mm	25.82 mm
Cash burn (monthly)	(no burn)	4.62 mm	2.46 mm	1.74 mm	(no burn)	2.44 mm
Cash used (since last report)	n/a	19.67 mm	10.48 mm	7.41 mm	n/a	10.37 mm
Cash remaining	n/a	6.15 mm	15.34 mm	18.40 mm	n/a	15.45 mm
Runway (months of cash)	n/a	1.3	6.2	10.6	n/a	6.3

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

UHG institutional ownership history Ownership history

15.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	45	44	+2.3%
Opened positions	10	7	+42.9%
Closed positions	9	5	+80.0%
Increased positions	11	14	-21.4%
Reduced positions	10	12	-16.7%

13F shares	Current	Prev Q	Change
Total value	18.53 bn	19.42 bn	-4.6%
Total shares	9.15 mm	9.50 mm	-3.7%
Total puts	0.00	0.00
Total calls	0.00	0.00
Total put/call ratio	–	–	–

Largest owners	Shares	Value	Change
Michael P. Nieri	6.06 mm	$35.26 mm	0.0%
Avantax Advisory Services	1.25 mm	$7.68 bn	0.0%
Conversant Capital	535.17 k	$3.29 bn	0.0%
Boston Partners	263.76 k	$1.62 bn	-8.1%
BlackRock	217.31 k	$1.33 bn	NEW
Vanguard	192.95 k	$1.18 bn	+16.5%
Dendur Capital	139.61 k	$857.21 mm	0.0%
Geode Capital Management	100.02 k	$614.18 mm	-26.9%
STT State Street	65.57 k	$402.61 mm	+0.8%
NTRS Northern Trust	50.64 k	$310.91 mm	-4.8%

Largest transactions	Shares	Bought/sold	Change
Creative Planning	0.00	-375.00 k	EXIT
BlackRock	217.31 k	+217.31 k	NEW
BLK BlackRock	0.00	-192.31 k	EXIT
Millennium Management	26.71 k	-65.37 k	-71.0%
Stoneridge Investment Partners	48.59 k	+48.59 k	NEW
Citadel Advisors	38.86 k	+38.86 k	NEW
Geode Capital Management	100.02 k	-36.81 k	-26.9%
Vanguard	192.95 k	+27.35 k	+16.5%
Timbercreek Investment Management	0.00	-25.07 k	EXIT
Boston Partners	263.76 k	-23.16 k	-8.1%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UHG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
22 Jan 25	Michael P. Nieri	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	4.42	168,854	746.33 k	168,854
22 Jan 25	Keith A. Feldman	Performance Stock Units Class A Common Stock	Grant	Acquire A	No	No	0	40,000	0.00	40,000
22 Jan 25	Keith A. Feldman	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	4.42	120,000	530.40 k	120,000
22 Jan 25	James P Clements	Stock option Class A Common Stock	Grant	Acquire A	No	No	4.42	34,000	150.28 k	34,000
22 Jan 25	John G. Jr. Micenko	Performance Stock Units Class A Common Stock	Grant	Acquire A	No	No	0	53,750	0.00	53,750
22 Jan 25	John G. Jr. Micenko	Employee stock option Class A Common Stock	Grant	Acquire A	No	No	4.42	161,250	712.73 k	161,250
22 Jan 25	Robert F. Dozier	Class A Common Stock	Grant	Acquire A	No	No	0	4,000	0.00	44,329
22 Jan 25	Robert F. Dozier	Stock option Class A Common Stock	Grant	Acquire A	No	No	4.42	34,000	150.28 k	34,000

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

News

From Benzinga Pro

12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session

6 Dec 24

United Homes Group Declares Pricing Of A Secondary Underwritten Public Offering Of 7.42M Shares Of Company's Class A Common Stock At A Public Offering Price Of $5.00 Per Share.

6 Dec 24

Of the offered shares, 1,448,200 are being purchased by the company's executive chairman, the company's interim CEO, affiliates of Kennedy Lewis agency partners, llc and certain other persons.

Press releases

From Benzinga Pro

United Homes Group, Inc. Reports Preliminary 2024 Fourth Quarter Unit Statistics

7 Jan 25

United Homes Group, Inc. (the "Company") (NASDAQ:UHG) today announced preliminary operational unit statistics for the quarter and year ended December 31, 2024. Three Months Ended December

United Homes Group, Inc. Announces Pricing of Secondary Public Offering of Shares of Class A Common Stock

6 Dec 24

United Homes Group, Inc. (the "Company") (NASDAQ:UHG) today announced the pricing of a secondary underwritten public offering (the "Offering") of 7,420,057 shares of the Company's Class A common stock (the "Offered