← 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$21.1M -$14.9M 11 0.18% Reduced
277
BCM
Basswood Capital Management
New York
$21.1M +$1.73M 5 0.93% Increased
278
Kennedy Capital Management
Kennedy Capital Management
Missouri
$21M -$3.41M 5 0.36% Reduced
279
HI
Honeywell International
North Carolina
$21M -$59.3K 2 0.7% Reduced
280
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$20.9M +$5.24M 5 1.14% Increased
281
NCGI
Next Century Growth Investors
Minnesota
$20.8M +$6.88M 2 1.28% Increased
282
ACI
AMP Capital Investors
Australia
$20.8M -$1.83M 8 0.13% Reduced
283
GJL
Gendell Jeffrey L
$20.4M +$1.17M 2 2.36% Increased
284
TPSF
Texas Permanent School Fund
Texas
$20.2M -$907K 13 0.27% Reduced
285
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$20.1M +$18.8M 6 0.19% Increased
286
Truist Financial
Truist Financial
North Carolina
$19.9M +$1.77M 3 0.41% Increased
287
FP
Foundry Partners
Minnesota
$19.8M +$5.36M 5 0.86% Increased
288
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$19.6M +$19.7M 2 0.18% New
289
GA
GRS Advisors
Illinois
$19.6M -$22.7M 2 11.94% Reduced
290
Chevy Chase Trust
Chevy Chase Trust
Maryland
$19.4M +$169K 3 0.1% Increased
291
Foresters Investment Management
Foresters Investment Management
New York
$19.4M +$618K 2 0.34% Increased
292
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.1M -$26.1M 23 0.09% Reduced
293
WAM
Winslow Asset Management
Ohio
$19M +$440K 2 3.98% Increased
294
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$18.8M +$3.59M 3 0.18% Increased
295
William Blair Investment Management
William Blair Investment Management
Illinois
$18.3M -$5.59M 2 0.07% Reduced
296
AFG
American Financial Group
Ohio
$17.9M $0 1 1.71% Maintained
297
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.8M -$161K 3 0.16% Reduced
298
CF
Cypress Funds
California
$17.5M -$8.37M 1 2.95% Reduced
299
NPIC
Neumeier Poma Investment Counsel
California
$17.3M +$19M 1 2.38% New
300
GC
Gratia Capital
California
$17.1M -$7.65M 3 5.66% Reduced