← 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	Park National Corp Newark, Ohio	$34.8M	+$664K	1	1.06%	Increased
327	Moran Wealth Management Naples, Florida	$34.6M	-$121K	5	1.06%	Reduced
328	OMC Oasis Management Company Grand Cayman, Cayman Islands	$34.6M	$0	1	2.02%	Maintained
329	Swiss Life Asset Management Zurich,	$34.3M	+$7.12M	14	0.17%	Increased
330	OBC Oakum Bay Capital Westport, Connecticut	$34.2M	+$4.39M	10	18.3%	Increased
331	Samlyn Capital New York	$33.7M	-$19.6M	1	0.57%	Reduced
332	Carson Wealth (CWM LLC) Omaha, Nebraska	$33.4M	+$1.48M	30	0.09%	Increased
333	Gateway Investment Advisers Cincinnati, Ohio	$33.3M	-$7.51M	5	0.37%	Reduced
334	Danske Bank Copenhagen K, Denmark	$33.2M	-$26.4M	10	0.08%	Reduced
335	NCM Nitor Capital Management Englewood Cliffs, New Jersey	$33.1M	-$524K	1	25.51%	Reduced
336	Ingalls & Snyder LLC New York	$33.1M	+$129K	3	1.17%	Increased
337	NSCM New South Capital Management Memphis, Tennessee	$33.1M	-$2.12M	1	1.58%	Reduced
338	Glenmede Trust Philadelphia, Pennsylvania	$33M	-$1.56M	13	0.16%	Reduced
339	AEGON Asset Management (UK) Edinburgh, United Kingdom	$33M	+$6.82M	2	0.44%	Increased
340	Banque Pictet & Cie Geneva 73, Switzerland	$32.9M	-$1.78M	2	0.23%	Reduced
341	Pathstone Holdings Englewood, New Jersey	$32.8M	-$2.29M	15	0.13%	Reduced
342	AP Atwood & Palmer Kansas City, Missouri	$32.7M	+$56.4K	3	1.85%	Increased
343	INTECH Investment Management West Palm Beach, Florida	$32.6M	+$2.21M	16	0.32%	Increased
344	Commonwealth Equity Services Waltham, Massachusetts	$32.5M	-$1.66M	13	0.05%	Reduced
345	DA Denali Advisors San Diego, California	$32.4M	+$113K	8	3.6%	Increased
346	Winton Group London, United Kingdom	$31.8M	+$18.1M	10	1.11%	Increased
347	TCM Tensile Capital Management Larkspur, California	$31.7M	+$15.5M	2	4.54%	Increased
348	MG Magnolia Group Omaha, Nebraska	$31.6M	+$6.3M	3	5.89%	Increased
349	Fjarde Ap-fonden Stockholm, Sweden	$31.5M	+$6.78M	5	0.17%	Increased
350	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$31.2M	+$29.1M	5	0.17%	Increased