← 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
Nuveen
Nuveen
North Carolina
$27.7M -$2.48M 9 0.15% Reduced
252
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$27M +$156K 3 1.49% Increased
253
Alyeska Investment Group
Alyeska Investment Group
Illinois
$27M +$8.81M 2 0.37% Increased
254
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.9M -$20.2M 7 0.2% Reduced
255
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.8M +$5.06M 4 0.24% Increased
256
Aviva
Aviva
United Kingdom
$25.7M +$3.58M 6 0.18% Increased
257
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$25.5M +$14.6M 14 0.35% Increased
258
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$25.4M +$6.97M 9 0.16% Increased
259
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$25.3M -$10.3M 3 0.66% Reduced
260
BCMNY
Buckingham Capital Management (New York)
New York
$25.3M +$12.7M 3 2.21% Increased
261
Ninety One (UK)
Ninety One (UK)
United Kingdom
$25M -$1.23M 2 0.15% Reduced
262
TPSF
Texas Permanent School Fund
Texas
$25M -$280K 10 0.28% Reduced
263
ICOM
Investment Counselors of Maryland
Maryland
$24.9M +$7.97K 1 1.18% Increased
264
HT
HAP Trading
New York
$24.8M -$12.3M 2 1.68% Reduced
265
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$24.6M +$1.13M 1 0.37% Increased
266
BB&T Securities
BB&T Securities
Virginia
$24.1M +$1.53M 3 0.53% Increased
267
Hermes Investment Management
Hermes Investment Management
United Kingdom
$23.7M +$2.72M 1 0.55% Increased
268
Oaktree Capital Management
Oaktree Capital Management
California
$23.7M +$3.56M 1 0.25% Increased
269
Los Angeles Capital Management
Los Angeles Capital Management
California
$23.6M +$3.7M 5 0.22% Increased
270
CPM
Chesapeake Partners Management
Maryland
$23.5M -$297K 1 1.08% Reduced
271
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$23.3M +$21.5M 1 0.1% New
272
Two Sigma Investments
Two Sigma Investments
New York
$23.3M -$56.9M 8 0.11% Reduced
273
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$23.1M -$1.61M 3 0.12% Reduced
274
USAA
United Services Automobile Association
Texas
$23M -$19.4M 4 0.08% Reduced
275
BCM
Bluefin Capital Management
New York
$22.9M +$10.8M 1 2.09% Increased