← 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
276
BFC
Banc Funds Company
Illinois
$19.8M -$3.31M 1 1.52% Reduced
277
HC
Hourglass Capital
Texas
$19.8M +$4.39M 2 2.63% Increased
278
Spot Trading
Spot Trading
Illinois
$19.7M +$13.6M 11 0.1% Increased
279
Raymond James & Associates
Raymond James & Associates
Florida
$19.4M -$4.31M 7 0.11% Reduced
280
MRI
Mad River Investors
Massachusetts
$19M +$2.94M 2 14.49% Increased
281
Harvard Management Company
Harvard Management Company
Massachusetts
$18.8M +$19.2M 1 1.63% New
282
SC
Saiers Capital
New York
$18.7M +$5.54M 4 8.32% Increased
283
Sculptor Capital
Sculptor Capital
New York
$18.6M +$7.88M 3 0.05% Increased
284
SEI Trust Company
SEI Trust Company
Pennsylvania
$18.4M +$2.9M 12 0.18% Increased
285
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$18.3M +$4.06M 4 0.47% Increased
286
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$18.3M +$3.96M 3 0.09% Increased
287
Brandes Investment Partners
Brandes Investment Partners
California
$18.2M +$6.2M 4 0.24% Increased
288
OAM
Oxford Asset Management
United Kingdom
$18.2M +$16.2M 5 0.41% Increased
289
TCG
Tremblant Capital Group
Florida
$18M +$404K 1 0.64% Increased
290
Veritable
Veritable
Delaware
$18M +$487K 2 0.38% Increased
291
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.9M +$1.87M 4 0.05% Increased
292
BB&T Securities
BB&T Securities
Virginia
$17.9M +$141K 3 0.42% Increased
293
M&T Bank
M&T Bank
New York
$17.9M +$18.4M 8 0.11% Increased
294
ProShare Advisors
ProShare Advisors
Maryland
$17.9M +$1.67M 17 0.24% Increased
295
Analytic Investors
Analytic Investors
California
$17.8M -$5.2M 2 0.25% Reduced
296
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17.6M +$507K 12 0.21% Increased
297
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$17.5M -$30.3K 1 0.26% Reduced
298
Two Sigma Advisers
Two Sigma Advisers
New York
$17.5M -$4.73M 6 0.13% Reduced
299
MSA
Mason Street Advisors
Wisconsin
$17.4M +$742K 12 0.14% Increased
300
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$17.3M +$387K 5 0.14% Increased