← 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	PAIM Punch & Associates Investment Management Edina, Minnesota	$20.7M	+$663K	1	1.87%	Increased
327	CAM Crown Advisors Management Larkspur, California	$20.6M	+$3.58M	5	14.08%	Increased
328	William Blair Investment Management Chicago, Illinois	$20.4M	-$2.03M	2	0.08%	Reduced
329	Glazer Capital LLC New York	$20.3M	$0	1	1.44%	Maintained
330	Arizona State Retirement System Phoenix, Arizona	$20.3M	-$13.5M	17	0.29%	Reduced
331	MAM Marketfield Asset Management New York	$20M	-$1.41M	5	15.12%	Reduced
332	Jefferies Group New York	$19.8M	-$3.21M	2	0.23%	Reduced
333	Polar Capital London, United Kingdom	$19.7M	-$2.02M	1	0.17%	Reduced
334	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$19.7M	-$3.75M	12	0.3%	Reduced
335	DK Darrell & King Charlottesville, Virginia	$19.6M	+$17.2M	1	3.64%	New
336	Meitav Investment House Bene-Beraq, Israel	$19.4M	+$14.1M	4	1.16%	Increased
337	TCM Tygh Capital Management Portland, Oregon	$19.4M	+$5.32M	2	4.04%	Increased
338	Nomura Asset Management Tokyo, Japan	$19.3M	-$1.68M	5	0.16%	Reduced
339	WAM Winslow Asset Management Beachwood, Ohio	$19.2M	-$853K	2	5.18%	Reduced
340	EIA Edgemoor Investment Advisors Bethesda, Maryland	$18.9M	+$417K	1	2.54%	Increased
341	SRC Shufro Rose & Co New York	$18.9M	-$705K	4	1.86%	Reduced
342	RR Robotti Robert	$18.9M	-$306K	5	8.13%	Reduced
343	KBC Group Brussels, Belgium	$18.3M	-$2.58M	10	0.12%	Reduced
344	Achmea Investment Management Zeist, Netherlands	$18.2M	+$11.6M	2	0.62%	Increased
345	State of Michigan Retirement System Lansing, Michigan	$18.2M	+$1.88M	8	0.16%	Increased
346	CC Cannell & Co New York	$18.2M	-$12.4M	5	0.71%	Reduced
347	OCM Ogborne Capital Management San Francisco, California	$17.9M	+$16.8M	1	8.43%	New
348	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$17.8M	+$7.17M	4	2.39%	Increased
349	AA AlphaCentric Advisors San Juan, Puerto Rico	$17.8M	+$16.5M	1	10.06%	New
350	GPC Garrison Point Capital Walnut Creek, California	$17.8M	+$16.5M	1	11.87%	New