← 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	GAM Goldentree Asset Management New York	$23.9M	-$12.2M	2	9.07%	Reduced
277	CCI Columbus Circle Investors	$23.6M	+$22.1M	2	0.33%	New
278	British Columbia Investment Management Victoria, British Columbia, Canada	$23.5M	+$4.78M	4	0.19%	Increased
279	Virginia Retirement Systems Richmond, Virginia	$23.5M	+$7.74M	3	0.3%	Increased
280	Emerald Advisers Leola, Pennsylvania	$23.5M	+$5.41M	2	0.96%	Increased
281	BCMNY Buckingham Capital Management (New York) New York	$23.4M	-$1.61M	2	3.13%	Reduced
282	WBC Westpac Banking Corp Sydney, Australia	$23.3M	+$407K	6	0.19%	Increased
283	Natixis Paris, France	$23M	-$55.8M	3	0.29%	Reduced
284	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$22.9M	+$11.3M	2	0.15%	Increased
285	RR Robotti Robert	$22.8M	-$2.4M	3	6.74%	Reduced
286	CSC Cove Street Capital El Segundo, California	$22.7M	-$2.21M	1	2.4%	Reduced
287	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$22.5M	-$42M	3	0.26%	Reduced
288	FM Forward Management San Francisco, California	$22.5M	-$29.5M	2	1.9%	Reduced
289	Raymond James Financial Services Advisors St. Petersburg, Florida	$22.4M	-$1.83M	11	0.17%	Reduced
290	Artemis Investment Management Edinburgh, United Kingdom	$22.3M	+$9M	3	0.6%	Increased
291	OAM Oxford Asset Management Oxford, United Kingdom	$22.2M	+$10.8M	13	0.54%	Increased
292	Foresters Investment Management New York	$21.8M	+$195K	2	0.38%	Increased
293	Curi RMB Capital Chicago, Illinois	$21.8M	-$8.77M	8	0.9%	Reduced
294	Eaton Vance Management Boston, Massachusetts	$21.8M	+$12.1M	4	0.06%	Increased
295	WAM Winslow Asset Management Beachwood, Ohio	$21.7M	-$456K	2	4.44%	Reduced
296	AFG American Financial Group Cincinnati, Ohio	$21.6M	$0	1	2%	Maintained
297	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$21.5M	+$8.51M	1	1.89%	Increased
298	USAA United Services Automobile Association San Antonio, Texas	$21.3M	+$2.32M	7	0.07%	Increased
299	CF Cypress Funds Los Angeles, California	$21.3M	+$2.09M	1	4.43%	Increased
300	Bridgeway Capital Management Houston, Texas	$20.4M	+$4.39M	11	0.25%	Increased