← 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
AM
Ampfield Management
New York
$27.1M +$1.21M 1 39.4% Increased
302
AI
Aperture Investors
New York
$26.9M +$2.25M 1 4.4% Increased
303
HM Payson & Co
HM Payson & Co
Maine
$26.9M +$3.13M 3 0.74% Increased
304
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$26.6M +$28.7M 10 0.3% New
305
Yousif Capital Management
Yousif Capital Management
Michigan
$26.6M -$755K 17 0.38% Reduced
306
UBS O'Connor
UBS O'Connor
Illinois
$26.3M -$4.4M 9 0.3% Reduced
307
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$26.1M +$29M 8 0.44% New
308
Mariner
Mariner
Kansas
$25.5M +$7.99M 10 0.1% Increased
309
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$25.5M -$358K 7 0.63% Reduced
310
GGHC
Gilder Gagnon Howe & Co
New York
$25.2M -$438K 1 0.44% Reduced
311
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$25.1M +$22.7M 1 0.66% Increased
312
PC
PM Capital
Australia
$25.1M $0 1 6.64% Maintained
313
JVBC
J.V. Bruni & Co
Colorado
$25M -$60.6K 1 3.92% Reduced
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25M -$961K 19 0.25% Reduced
315
BRIM
Broad Run Investment Management
Virginia
$24.8M -$1.12M 1 2.72% Reduced
316
GWS
Glassman Wealth Services
Virginia
$24.8M +$6.26K 13 5.28% Increased
317
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$24.8M +$186K 2 0.65% Increased
318
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$24.7M -$1.71M 3 0.26% Reduced
319
TPSF
Texas Permanent School Fund
Texas
$24.7M +$487K 16 0.4% Increased
320
PIM
Platinum Investment Management
Australia
$24.5M -$11.1M 1 1.02% Reduced
321
JC
JBF Capital
Colorado
$24.3M -$389K 2 6.14% Reduced
322
LG
Leuthold Group
Minnesota
$24.1M -$221K 8 3.64% Reduced
323
Walleye Trading
Walleye Trading
New York
$23.9M +$9.03M 8 0.07% Increased
324
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$23.8M $0 5 0.3% Maintained
325
Colony Group
Colony Group
Massachusetts
$23.7M +$6.01M 6 0.42% Increased