← 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	Achmea Investment Management Zeist, Netherlands	$38.1M	+$12.8M	5	0.8%	Increased
327	Tudor Investment Corp Stamford, Connecticut	$37.7M	-$2.7M	13	0.45%	Reduced
328	FCM Forager Capital Management Birmingham, Alabama	$37M	-$7.65M	1	12.32%	Reduced
329	HCM Hodges Capital Management Dallas, Texas	$36.8M	+$3.74M	2	2.09%	Increased
330	Palisade Capital Management Fort Lee, New Jersey	$36.4M	+$1.51M	2	0.97%	Increased
331	LCG Luxor Capital Group New York	$36.2M	$0	1	0.72%	Maintained
332	CC Cannell & Co New York	$36.1M	-$1M	5	1.2%	Reduced
333	GWS Glassman Wealth Services Vienna, Virginia	$36M	-$1.16M	15	5.81%	Reduced
334	AP Atwood & Palmer Kansas City, Missouri	$36M	+$239K	2	3.22%	Increased
335	MN Services Vermogensbeheer The Hague, Netherlands	$35.9M	-$3.68M	3	0.33%	Reduced
336	Frontier Capital Management Boston, Massachusetts	$35.7M	+$6.56M	1	0.34%	Increased
337	Jump Financial Chicago, Illinois	$35.2M	+$3.3M	13	1.3%	Increased
338	AC AltraVue Capital Bellevue, Washington	$35M	$0	1	4.12%	Maintained
339	UniSuper Management Melbourne, Victoria, Australia	$34.4M	+$30.5M	7	0.39%	New
340	USS Investment Management London, United Kingdom	$34M	$0	5	0.4%	Maintained
341	Apollo Management Holdings New York	$33.9M	-$19.2M	1	0.29%	Reduced
342	Prana Capital Management Greenwich, Connecticut	$33.9M	+$11.4M	2	2.26%	Increased
343	Obermeyer Wealth Partners Aspen, Colorado	$33.2M	-$605K	3	2.38%	Reduced
344	Cerity Partners New York	$33.2M	+$7.67M	13	0.13%	Increased
345	Regions Financial Corp Birmingham, Alabama	$33M	+$1.5M	5	0.29%	Increased
346	Fjarde Ap-fonden Stockholm, Sweden	$32.7M	+$5.31M	5	0.4%	Increased
347	CIM Cambria Investment Management Manhattan Beach, California	$32.7M	-$760K	12	2.72%	Reduced
348	NCGI Next Century Growth Investors Plymouth, Minnesota	$32.4M	+$837K	2	3.12%	Increased
349	Natixis Paris, France	$32M	-$20.9M	7	0.26%	Reduced
350	Sumitomo Mitsui Financial Group Tokyo, Japan	$31.8M	+$18.2M	2	1.01%	Increased