← 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	RIM Ranger Investment Management Dallas, Texas	$30.6M	+$19.3M	2	2.02%	Increased
252	Kennedy Capital Management St Louis, Missouri	$30.1M	-$12M	6	0.56%	Reduced
253	Dana Investment Advisors Waukesha, Wisconsin	$29.8M	-$744K	1	1.22%	Reduced
254	GPCM Greenbrier Partners Capital Management Dallas, Texas	$29.4M	-$5.2M	2	4.95%	Reduced
255	GA GRS Advisors Chicago, Illinois	$29.3M	+$150K	3	17.83%	Increased
256	Clark Capital Management Group Philadelphia, Pennsylvania	$29.1M	-$195K	3	0.74%	Reduced
257	BCMNY Buckingham Capital Management (New York) New York	$28.8M	+$3.42M	3	2.94%	Increased
258	MPAM Monarch Partners Asset Management Boston, Massachusetts	$28.8M	-$4.2M	4	2.61%	Reduced
259	William Blair Investment Management Chicago, Illinois	$28.7M	-$2.99M	2	0.1%	Reduced
260	JLBC J.L. Bainbridge & Co Sarasota, Florida	$28.6M	+$11M	1	3.9%	Increased
261	PP PDT Partners New York	$28.6M	-$7.21M	6	1.19%	Reduced
262	Chevy Chase Trust Bethesda, Maryland	$28.4M	-$62.5K	3	0.12%	Reduced
263	HCM Hodges Capital Management Dallas, Texas	$28.4M	-$3.05M	4	2.09%	Reduced
264	EP Elkfork Partners Portland, Oregon	$27.6M	+$4.35M	8	0.66%	Increased
265	SAM Scopus Asset Management New York	$27.5M	-$25.2M	1	0.37%	Reduced
266	ACM Ashford Capital Management Wilmington, Delaware	$27.5M	+$282K	1	3.32%	Increased
267	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$27.5M	-$369K	3	0.35%	Reduced
268	Foresters Investment Management New York	$27.5M	-$3.15M	3	0.43%	Reduced
269	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$27.4M	+$1.28M	5	0.05%	Increased
270	MetLife Investment Management Whippany, New Jersey	$27.2M	+$66K	21	0.28%	Increased
271	Handelsbanken Fonder Stockholm, Sweden	$27.1M	-$1.62M	1	0.51%	Reduced
272	AIM Assured Investment Management New York	$26.9M	-$5.52M	10	0.49%	Reduced
273	Jefferies Group New York	$26.8M	-$14.1M	10	0.18%	Reduced
274	Raymond James Financial Services Advisors St. Petersburg, Florida	$26.7M	+$873K	11	0.12%	Increased
275	MDSL M.D. Sass LLC New York	$26.7M	-$1.14M	1	3.52%	Reduced