← 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	Canada Life Winnipeg, Manitoba, Canada	$20.8M	-$30.1M	18	0.08%	Reduced
277	Zurich Insurance Group Zurich, Switzerland	$20.8M	+$21.9M	3	0.77%	New
278	ECA Endeavour Capital Advisors Greenwich, Connecticut	$20.7M	+$10.2M	1	1.53%	Increased
279	QS Investors New York	$20.6M	+$6.07M	6	0.22%	Increased
280	Glenmede Trust Philadelphia, Pennsylvania	$20.4M	+$448K	8	0.15%	Increased
281	Locust Wood Capital Advisers New York	$20.3M	-$5.1M	1	2.75%	Reduced
282	NIP Nicholas Investment Partners Rancho Santa Fe, California	$20.2M	+$7.67M	2	1.45%	Increased
283	Artemis Investment Management Edinburgh, United Kingdom	$20.1M	+$12.7M	2	0.59%	Increased
284	CCI Columbus Circle Investors	$20M	+$21.8M	2	0.16%	New
285	Ninety One (UK) London, United Kingdom	$20M	-$22.7K	2	0.13%	Reduced
286	SCM Schneider Capital Management Berwyn, Pennsylvania	$19.9M	-$11.5M	4	4.16%	Reduced
287	CF Cypress Funds Los Angeles, California	$19.8M	+$13.6M	3	5.75%	Increased
288	Fifth Third Bancorp Cincinnati, Ohio	$19.6M	+$10.4M	15	0.18%	Increased
289	Chevy Chase Trust Bethesda, Maryland	$19.3M	-$162K	3	0.12%	Reduced
290	BA Boston Advisors Boston, Massachusetts	$19.1M	+$12.8M	3	0.72%	Increased
291	LCM Lomas Capital Management New York	$19M	+$2.82M	1	3.28%	Increased
292	PC Paulson & Co New York	$18.9M	-$19.6M	1	0.1%	Reduced
293	CPM Chesapeake Partners Management Baltimore, Maryland	$18.9M	-$6.37M	2	0.98%	Reduced
294	ARTA A.R.T. Advisors New York	$18.8M	+$6.1M	10	0.7%	Increased
295	Aviva London, United Kingdom	$18.4M	-$801K	6	0.15%	Reduced
296	LPC Long Pond Capital New York	$18.4M	-$247M	1	0.8%	Reduced
297	WC Walthausen & Co Malta, New York	$18.1M	-$1.77M	1	1.58%	Reduced
298	Arrowstreet Capital Boston, Massachusetts	$18.1M	+$17.6M	6	0.09%	Increased
299	MRI Mad River Investors Boston, Massachusetts	$17.9M	-$178K	3	20.9%	Reduced
300	SEI Investments Oaks, Pennsylvania	$17.8M	-$846K	15	0.16%	Reduced