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I've been scouring the news for stories today but haven't seen anything either. No good news that I could see in housing or construction, and nothing I've seen specifically related to USG.

The shareholder rights plan amendment adopted last month makes me think that it's not its large (>5%) shareholders (e.g. Buffett/BRK and Knauf).

It's almost as if some fund manager got back from their Christmas/New Years holiday yesterday and decided to add USG to their fund's holdings in a major way after realizing how beaten down the share price is. But that's purely speculation of course.
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