← 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
251	BCMNY Buckingham Capital Management (New York) New York	$22M	+$15M	3	1.78%	Increased
252	SH Scepter Holdings Fort Worth, Texas	$22M	+$3.79M	3	5.57%	Increased
253	RR Robotti Robert	$21.4M	-$14.5K	3	8.39%	Reduced
254	Aviva London, United Kingdom	$21.1M	+$5.06M	6	0.16%	Increased
255	Veritable Wilmington, Delaware	$20.7M	+$1.17M	2	0.43%	Increased
256	AIA Affinity Investment Advisors Newport Beach, California	$20.5M	+$523K	2	2.32%	Increased
257	Jane Street New York	$20.4M	+$8.08M	7	0.26%	Increased
258	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$20.3M	+$11.2M	3	0.95%	Increased
259	GPCM Greenbrier Partners Capital Management Dallas, Texas	$20.2M	-$3.71M	1	5.06%	Reduced
260	Gateway Investment Advisers Cincinnati, Ohio	$20M	-$1.66M	5	0.16%	Reduced
261	Federated Hermes Pittsburgh, Pennsylvania	$19.8M	-$5.59M	6	0.06%	Reduced
262	VCM V3 Capital Management Dallas, Texas	$19.7M	-$36.1M	1	5.53%	Reduced
263	MSA Mason Street Advisors Milwaukee, Wisconsin	$19.6M	-$357K	12	0.15%	Reduced
264	GH Green Holdings Hamilton, Bermuda	$19.5M	-$8.53M	1	10.74%	Reduced
265	BB&T Securities Richmond, Virginia	$19.3M	+$16.4M	3	0.46%	Increased
266	BNP Paribas Financial Markets Paris, France	$19.3M	-$539M	19	0.02%	Reduced
267	British Columbia Investment Management Victoria, British Columbia, Canada	$19.3M	+$8.18M	4	0.16%	Increased
268	AssetMark Inc Concord, California	$19.3M	-$5.22M	3	0.41%	Reduced
269	GC Gratia Capital Los Angeles, California	$19.2M	+$3.87M	3	9.81%	Increased
270	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$19.1M	+$2.47M	4	1.92%	Increased
271	Epoch Investment Partners New York	$19.1M	+$1.29M	1	0.07%	Increased
272	Panagora Asset Management Boston, Massachusetts	$19M	+$3.37M	10	0.09%	Increased
273	Vaughan Nelson Investment Management Houston, Texas	$19M	+$1.83M	1	0.27%	Increased
274	WAM Winslow Asset Management Beachwood, Ohio	$18.9M	-$77.7K	2	3.13%	Reduced
275	HC Hourglass Capital Houston, Texas	$18.8M	+$1.12M	1	2.74%	Increased