← 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	Bridgeway Capital Management Houston, Texas	$14.4M	+$63.4K	9	0.19%	Increased
327	ARTA A.R.T. Advisors New York	$14.3M	+$11.9M	10	0.85%	Increased
328	GC GMT Capital Atlanta, Georgia	$14.3M	-$4.49M	2	0.3%	Reduced
329	ECP Elk Creek Partners Denver, Colorado	$14.2M	-$324K	2	0.96%	Reduced
330	R.M. Davis Inc Portland, Maine	$14.2M	+$1.91M	1	0.68%	Increased
331	Nisa Investment Advisors St. Louis, Missouri	$13.9M	-$700K	15	0.17%	Reduced
332	Arizona State Retirement System Phoenix, Arizona	$13.9M	-$176K	13	0.2%	Reduced
333	MSL Mackay Shields LLC New York	$13.8M	+$13.6M	1	0.66%	New
334	APCM Arbiter Partners Capital Management New York	$13.6M	$0	2	2.27%	Maintained
335	People's United Financial Bridgeport, Connecticut	$13.3M	+$1.15M	5	0.49%	Increased
336	Bank of Nova Scotia Toronto, Ontario, Canada	$13.2M	+$10.1M	4	0.07%	Increased
337	State of Michigan Retirement System Lansing, Michigan	$13.1M	-$483K	7	0.1%	Reduced
338	Squarepoint New York	$13M	+$3.83M	9	0.53%	Increased
339	RAM RWC Asset Management London, United Kingdom	$13M	+$3.98M	2	0.79%	Increased
340	Virginia Retirement Systems Richmond, Virginia	$12.9M	+$9.19M	2	0.18%	Increased
341	FPCM Financial Partners Capital Management New York	$12.8M	-$89.3K	2	3.08%	Reduced
342	BRCA Birch Run Capital Advisors Dallas, Texas	$12.8M	+$916K	3	4.26%	Increased
343	Capital International Investors Los Angeles, California	$12.6M	$0	1	0.02%	Maintained
344	QS Investors New York	$12.5M	-$559K	13	0.1%	Reduced
345	SCM Schneider Capital Management Berwyn, Pennsylvania	$12.4M	-$4.29M	3	2.12%	Reduced
346	1M 13D Management New York	$12.3M	+$861K	1	5.06%	Increased
347	UBS O'Connor Chicago, Illinois	$12.3M	+$2.75M	3	0.24%	Increased
348	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$12.3M	-$436K	16	0.6%	Reduced
349	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.1M	+$105K	2	1.46%	Increased
350	TI Trigran Investments Northbrook, Illinois	$12M	-$134K	1	3.21%	Reduced