← 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
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
$53.9M +$165K 2 5.78% Increased
277
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.2M -$5.19M 7 0.35% Reduced
278
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$53.2M +$205K 19 0.59% Increased
279
LG
Leuthold Group
Minnesota
$53M -$4.2M 9 6.37% Reduced
280
VanEck Associates
VanEck Associates
New York
$52.9M +$5.73M 9 0.07% Increased
281
CRM
Cramer Rosenthal McGlynn
Connecticut
$52.8M +$9.3M 1 2.98% Increased
282
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$52.8M +$193K 8 0.27% Increased
283
Sanctuary Advisors
Sanctuary Advisors
Indiana
$52.7M -$7.99M 16 0.33% Reduced
284
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$52.4M +$9.02M 8 0.17% Increased
285
Gotham Asset Management
Gotham Asset Management
New York
$51.7M +$548K 11 0.49% Increased
286
Homestead Advisers
Homestead Advisers
Virginia
$51.6M +$2.5M 2 1.25% Increased
287
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$51.1M +$11.1M 1 0.49% Increased
288
Woodline Partners
Woodline Partners
California
$51M +$1.87M 6 0.34% Increased
289
SCM
SG Capital Management
Illinois
$50.8M -$2.79M 2 4.91% Reduced
290
NPIC
Neumeier Poma Investment Counsel
California
$50.8M -$54.1M 3 4.92% Reduced
291
GA
GRS Advisors
Illinois
$50.2M -$9.75K 1 4.96% Reduced
292
JVBC
J.V. Bruni & Co
Colorado
$50M -$3.16M 1 5.66% Reduced
293
VC
Voss Capital
Texas
$49.9M +$12M 4 3.71% Increased
294
CM
Crestline Management
Texas
$49.7M +$55.3M 12 1.65% Increased
295
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$49.6M +$1.67M 4 0.33% Increased
296
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$49.5M +$2.48M 8 0.13% Increased
297
Truist Financial
Truist Financial
North Carolina
$49.3M +$1.11M 12 0.08% Increased
298
Amalgamated Bank
Amalgamated Bank
New York
$49M -$489K 28 0.4% Reduced
299
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$48.9M +$388K 12 0.1% Increased
300
Royal London Asset Management
Royal London Asset Management
United Kingdom
$48.8M -$16M 3 0.12% Reduced