← 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	Eagle Asset Management St Petersburg, Florida	$26.4M	+$2.48M	1	0.18%	Increased
252	Alyeska Investment Group Chicago, Illinois	$26.2M	+$26.6M	2	0.24%	New
253	GPCM Greenbrier Partners Capital Management Dallas, Texas	$26.2M	$0	2	6.68%	Maintained
254	PRA Parametric Risk Advisors Westport, Connecticut	$26.1M	$0	1	1.76%	Maintained
255	Aperio Group Sausalito, California	$26.1M	+$4.12M	14	0.19%	Increased
256	STRS Ohio Columbus, Ohio	$25.7M	+$398K	7	0.11%	Increased
257	HCM Huber Capital Management El Segundo, California	$24.8M	-$2.68M	1	0.98%	Reduced
258	WBC Westpac Banking Corp Sydney, Australia	$24.5M	+$4.79M	6	0.27%	Increased
259	Two Sigma Investments New York	$24.3M	+$5.77M	4	0.09%	Increased
260	RI Redwood Investments Boston, Massachusetts	$24M	+$9.09M	2	1.84%	Increased
261	William Blair Investment Management Chicago, Illinois	$23.9M	+$1.18M	2	0.09%	Increased
262	ABC Anchor Bolt Capital Chicago, Illinois	$23.8M	-$2.95M	1	0.73%	Reduced
263	Kennedy Capital Management St Louis, Missouri	$23.7M	+$985K	5	0.46%	Increased
264	RR Robotti Robert	$23.6M	-$1.59M	3	8.11%	Reduced
265	PFU Parus Finance (UK) London, United Kingdom	$23.5M	-$25.4M	2	3.55%	Reduced
266	GC Gratia Capital Los Angeles, California	$23.4M	-$13.6M	2	7.7%	Reduced
267	ACI AMP Capital Investors Sydney, Australia	$23.4M	+$4.18M	8	0.14%	Increased
268	WI Wafra Inc New York	$23M	-$5.86M	3	1.71%	Reduced
269	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$22.9M	+$633K	4	0.08%	Increased
270	BCMNY Buckingham Capital Management (New York) New York	$22.6M	+$3.24M	2	2.82%	Increased
271	Aviva London, United Kingdom	$22.3M	+$916K	6	0.14%	Increased
272	KCM Kingdon Capital Management New York	$22M	+$24.2M	1	1.01%	New
273	Capital Fund Management (CFM) Paris, France	$21.9M	+$5.26M	5	0.2%	Increased
274	TPSF Texas Permanent School Fund Austin, Texas	$21.5M	-$49.6K	13	0.29%	Reduced
275	WC Walthausen & Co Malta, New York	$21M	-$1.73M	2	2.11%	Reduced