← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$68.5M -$1.88M 1 1.54% Reduced
227
Two Sigma Investments
Two Sigma Investments
New York
$67.7M +$8.21M 17 0.17% Increased
228
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$67.5M +$470K 11 1.62% Increased
229
Truist Financial
Truist Financial
North Carolina
$67.5M -$16.5M 20 0.11% Reduced
230
Markel Group
Markel Group
Virginia
$66.8M +$1.48M 1 0.8% Increased
231
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$66.7M +$1.52M 8 0.35% Increased
232
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$66M -$12.5M 11 0.34% Reduced
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$65.1M +$1.91M 26 0.48% Increased
234
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$65M -$3.96M 15 0.11% Reduced
235
Great Lakes Advisors
Great Lakes Advisors
Illinois
$64.9M -$5.83M 12 0.65% Reduced
236
ACM
AEW Capital Management
Massachusetts
$64.6M -$15.9M 1 2.49% Reduced
237
Stifel Financial
Stifel Financial
Missouri
$63.5M -$26.5M 19 0.09% Reduced
238
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$63.4M -$16.4M 8 0.93% Reduced
239
Glenmede Trust
Glenmede Trust
Pennsylvania
$63.1M +$9.76K 9 0.36% Increased
240
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$62.2M +$4.66M 22 0.27% Increased
241
GC
Globeflex Capital
California
$61.9M +$7.25M 12 6.91% Increased
242
Chevy Chase Trust
Chevy Chase Trust
Maryland
$61.3M -$688K 4 0.23% Reduced
243
Driehaus Capital Management
Driehaus Capital Management
Illinois
$61.2M -$16.7M 5 0.77% Reduced
244
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$60.1M -$2.02M 16 0.58% Reduced
245
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$60M -$10.9M 2 7.24% Reduced
246
ING Group
ING Group
Netherlands
$60M +$37.2M 6 0.45% Increased
247
Scout Investments
Scout Investments
Missouri
$59.9M -$13.8M 3 1.22% Reduced
248
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$59.9M -$1.21M 2 0.17% Reduced
249
MIM
Montgomery Investment Management
Maryland
$59.4M -$29.9K 4 19.97% Reduced
250
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$59.4M +$1.59M 18 0.71% Increased