← 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
326	GIM Greystone Investment Management Cincinnati, Ohio	$10.5M	+$9.28M	1	4.48%	New
327	HHC Hutchin Hill Capital New York	$10.4M	+$10.9M	3	1.07%	New
328	Capital Fund Management (CFM) Paris, France	$10.3M	+$11.4M	4	0.16%	New
329	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$10.3M	+$9.07M	1	0.14%	New
330	RI Redwood Investments Boston, Massachusetts	$10.3M	+$11.7M	3	1.59%	New
331	AM Account Management Boxford, Massachusetts	$10.2M	+$11.5M	2	10.71%	New
332	GACM Green Arrow Capital Management New York	$10.2M	+$11.4M	3	0.83%	New
333	SAM Securian Asset Management St Paul, Minnesota	$10.2M	+$10.9M	7	0.41%	New
334	SIA SeaBridge Investment Advisors Summit, New Jersey	$10.1M	+$8.99M	2	2.66%	New
335	Vaughan Nelson Investment Management Houston, Texas	$10.1M	+$11.2M	1	0.19%	New
336	BA Boston Advisors Boston, Massachusetts	$10M	+$11.1M	1	0.48%	New
337	LMF LMR Master Fund Grand Cayman, Cayman Islands	$9.99M	+$11.1M	3	0.9%	New
338	Rothschild & Co Asset Management US Stamford, Connecticut	$9.92M	+$10.9M	2	0.23%	New
339	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.91M	+$10.8M	11	0.11%	New
340	TI Trigran Investments Northbrook, Illinois	$9.73M	+$10.4M	1	4.83%	New
341	Spot Trading Chicago, Illinois	$9.65M	+$10.3M	8	0.06%	New
342	Mutual of America Capital Management New York	$9.61M	+$10.3M	8	0.28%	New
343	Sculptor Capital New York	$9.53M	+$10.4M	2	0.03%	New
344	WCP Welch Capital Partners Harrison, New York	$9.53M	+$10.5M	1	3.33%	New
345	Alyeska Investment Group Chicago, Illinois	$9.5M	+$8.92M	2	0.47%	New
346	GIP Granite Investment Partners El Segundo, California	$9.46M	+$9.81M	3	1.67%	New
347	Driehaus Capital Management Chicago, Illinois	$9.41M	+$9.99M	7	0.41%	New
348	DCM Dynamic Capital Management St. Helier, Jersey	$9.35M	+$10.4M	4	2.46%	New
349	CSC Cove Street Capital El Segundo, California	$9.29M	+$10.2M	1	2.04%	New
350	FAB First American Bank Dundee, Illinois	$9.24M	+$10.5M	1	1.28%	New