← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$38.4M -$2.68M 1 0.43% Reduced
302
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$38.4M -$147K 6 0.48% Reduced
303
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$38M -$1.73M 3 1.83% Reduced
304
JC
JBF Capital
Colorado
$38M -$56.4K 1 8.39% Reduced
305
CIM
Cambria Investment Management
California
$37.8M +$8.15M 12 3.07% Increased
306
Verition Fund Management
Verition Fund Management
Connecticut
$37.8M -$3.22M 19 0.44% Reduced
307
PIM
Provident Investment Management
Michigan
$37.8M -$461K 1 4.16% Reduced
308
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$37.5M -$11.5M 14 0.27% Reduced
309
AGP
Akaris Global Partners
New York
$37.4M +$14.1M 2 9.46% Increased
310
LCG
Luxor Capital Group
New York
$37M -$163K 1 0.83% Reduced
311
First Manhattan
First Manhattan
New York
$37M +$5.88K 9 0.14% Increased
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$36.9M -$12.9M 16 0.3% Reduced
313
Axxcess Wealth Management
Axxcess Wealth Management
California
$36.2M +$38.3M 3 1.23% Increased
314
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$35.9M +$8.39M 4 0.48% Increased
315
Westwood Holdings Group
Westwood Holdings Group
Texas
$35.8M -$328K 4 0.33% Reduced
316
CAAS
Capital Asset Advisory Services
Michigan
$35.7M +$970K 1 2.44% Increased
317
WAM
Winslow Asset Management
Ohio
$35.1M -$2.89M 2 8.13% Reduced
318
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$35M +$21.6M 10 0.81% Increased
319
SG Americas Securities
SG Americas Securities
New York
$34.6M +$12.9M 22 0.4% Increased
320
Yousif Capital Management
Yousif Capital Management
Michigan
$34.5M -$1.78M 17 0.44% Reduced
321
CRM
Cramer Rosenthal McGlynn
Connecticut
$34.1M +$4.59M 1 1.91% Increased
322
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$33.5M +$36.7M 2 0.72% New
323
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$33.5M +$698K 3 0.32% Increased
324
Zacks Investment Management
Zacks Investment Management
Illinois
$33.4M -$3.99M 11 0.43% Reduced
325
WCM
Woodson Capital Management
Connecticut
$33.3M -$11.8M 5 6.49% Reduced