← 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
301	Wasatch Advisors Salt Lake City, Utah	$19.8M	+$1.52M	1	0.22%	Increased
302	Chevy Chase Trust Bethesda, Maryland	$19.7M	+$196K	3	0.12%	Increased
303	Gateway Investment Advisers Cincinnati, Ohio	$19.7M	+$42.7K	5	0.16%	Increased
304	HC Hourglass Capital Houston, Texas	$19.6M	-$1.55M	1	3.08%	Reduced
305	Aviva London, United Kingdom	$19.5M	-$5.49M	6	0.14%	Reduced
306	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$19.3M	+$19.1M	1	0.09%	New
307	HCM Hodges Capital Management Dallas, Texas	$18.9M	+$8.39M	3	0.69%	Increased
308	WAM Winslow Asset Management Beachwood, Ohio	$18.9M	+$277K	2	3.25%	Increased
309	SEI Investments Oaks, Pennsylvania	$18.8M	+$913K	13	0.17%	Increased
310	AssetMark Inc Concord, California	$18.8M	-$242K	2	0.39%	Reduced
311	GPCM Greenbrier Partners Capital Management Dallas, Texas	$18.6M	$0	1	4.59%	Maintained
312	OAM Oxford Asset Management Oxford, United Kingdom	$18.5M	+$9.91M	4	0.5%	Increased
313	Graham Capital Management Rowayton, Connecticut	$18.4M	+$18.4M	2	1.02%	New
314	APCM Arbiter Partners Capital Management New York	$18.2M	+$5.4M	2	1.62%	Increased
315	LPL Financial San Diego, California	$18.2M	-$9.79M	9	0.09%	Reduced
316	RIG Roosevelt Investment Group New York	$18.2M	-$13.8M	2	1.07%	Reduced
317	PCM Portolan Capital Management Boston, Massachusetts	$17.8M	+$5.81M	2	2.49%	Increased
318	RR Robotti Robert	$17.6M	-$344K	3	9.74%	Reduced
319	LCM Lomas Capital Management New York	$17.4M	+$126K	1	2.9%	Increased
320	KLWA Kelly Lawrence W & Associates Pasadens, California	$16.8M	+$423K	2	3.34%	Increased
321	Envestnet Asset Management Chicago, Illinois	$16.7M	+$5.11M	13	0.08%	Increased
322	HT HAP Trading New York	$16.6M	-$7.83M	1	1%	Reduced
323	BCM Brown Capital Management Baltimore, Maryland	$16.5M	-$2.76M	3	0.27%	Reduced
324	ACM AEW Capital Management Boston, Massachusetts	$16.5M	+$863K	1	0.37%	Increased
325	WC Wexford Capital West Palm Beach, Florida	$16.5M	+$10.1M	1	4.39%	Increased