← 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	GGHC Gilder Gagnon Howe & Co New York	$22.7M	-$7.22M	1	0.32%	Reduced
277	DP DW Partners New York	$22.4M	-$12.8M	1	8.16%	Reduced
278	Veritable Wilmington, Delaware	$22.4M	-$100K	2	0.47%	Reduced
279	MRI Mad River Investors Boston, Massachusetts	$22.3M	+$1.33M	3	17.39%	Increased
280	NIP Nicholas Investment Partners Rancho Santa Fe, California	$22.2M	+$796K	1	1.39%	Increased
281	State of Tennessee, Department of Treasury Nashville, Tennessee	$22.1M	+$4.26M	7	0.12%	Increased
282	HC Hourglass Capital Houston, Texas	$22M	-$1.89M	1	3.3%	Reduced
283	PAG Pinnacle Advisory Group Columbia, Maryland	$22M	-$43.6K	1	1.97%	Reduced
284	LM Lasry Marc	$22M	$0	1	2.25%	Maintained
285	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$21.7M	+$4.01M	4	2.56%	Increased
286	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$21.5M	+$2.21M	1	2.64%	Increased
287	Epoch Investment Partners New York	$20.9M	-$431K	1	0.08%	Reduced
288	GPCM Greenbrier Partners Capital Management Dallas, Texas	$20.5M	$0	1	4.66%	Maintained
289	Chevy Chase Trust Bethesda, Maryland	$20.4M	+$671K	3	0.12%	Increased
290	Asset Management One Tokyo, Japan	$20.3M	+$1.68M	7	0.25%	Increased
291	BCM Brown Capital Management Baltimore, Maryland	$20.3M	-$2.3M	3	0.33%	Reduced
292	AP Archon Partners Princeton Junction, New Jersey	$20.2M	+$341K	4	5.1%	Increased
293	Gateway Investment Advisers Cincinnati, Ohio	$20.2M	+$2.31M	5	0.17%	Increased
294	Pentwater Capital Management Naples, Florida	$20.2M	-$12.2M	2	0.15%	Reduced
295	WAM Winslow Asset Management Beachwood, Ohio	$20.2M	-$836K	2	3.39%	Reduced
296	KCM Kingdon Capital Management New York	$20M	+$18.3M	1	0.85%	New
297	ARTA A.R.T. Advisors New York	$19.9M	+$7.35M	9	0.69%	Increased
298	MCM Maltese Capital Management New York	$19.9M	+$734K	3	2.31%	Increased
299	AssetMark Inc Concord, California	$19.6M	-$612K	2	0.42%	Reduced
300	PCM Penn Capital Management Philadelphia, Pennsylvania	$19.5M	+$5.52M	3	0.77%	Increased