← 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
351	HL Financial Services Louisville, Kentucky	$12M	+$4.41M	4	0.28%	Increased
352	VIA Virtus Investment Advisers Hartford, Connecticut	$12M	+$12.8M	3	0.77%	New
353	CCMH Cornerstone Capital Management Holdings New York	$11.9M	-$24.3M	7	0.09%	Reduced
354	BCM Brown Capital Management Baltimore, Maryland	$11.8M	-$2.15M	3	0.17%	Reduced
355	Crossmark Global Holdings Houston, Texas	$11.8M	+$9.16M	12	0.3%	New
356	R.M. Davis Inc Portland, Maine	$11.7M	+$1.6M	1	0.57%	Increased
357	OAM Oxford Asset Management Oxford, United Kingdom	$11.7M	+$4.39M	5	0.36%	Increased
358	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$11.7M	+$1.69M	2	1.42%	Increased
359	BRCA Birch Run Capital Advisors Dallas, Texas	$11.7M	+$3.16M	3	4.4%	Increased
360	MRI Mad River Investors Boston, Massachusetts	$11.6M	-$139K	2	14.71%	Reduced
361	DIA Denver Investment Advisors Denver, Colorado	$11.6M	+$611K	3	0.51%	Increased
362	1M 13D Management New York	$11.5M	-$1.72M	1	4.8%	Reduced
363	RIM Rainier Investment Management Seattle, Washington	$11.5M	-$4.28M	1	0.74%	Reduced
364	MVM McClain Value Management New Canaan, Connecticut	$11.4M	-$152K	2	9.19%	Reduced
365	Sculptor Capital New York	$11.3M	$0	1	0.06%	Maintained
366	PP Patten & Patten Chattanooga, Tennessee	$11.3M	+$333K	2	1.45%	Increased
367	GA Glenhill Advisors New York	$11.2M	+$11.2M	1	0.67%	New
368	PGGM Investments Zeist, Netherlands	$11.2M	-$54.9K	2	0.06%	Reduced
369	MC Menta Capital San Francisco, California	$11.1M	+$4.99M	6	1.06%	Increased
370	DCM Dupont Capital Management Wilmington, Delaware	$11.1M	+$365K	7	0.25%	Increased
371	British Columbia Investment Management Victoria, British Columbia, Canada	$11M	-$1.6M	4	0.11%	Reduced
372	Hancock Whitney Gulfport, Mississippi	$10.9M	+$10.1M	2	0.43%	New
373	D.A. Davidson & Co Great Falls, Montana	$10.8M	+$2.2M	11	0.27%	Increased
374	MSA Mason Street Advisors Milwaukee, Wisconsin	$10.6M	+$251K	13	0.3%	Increased
375	BCM Billings Capital Management Arlington, Virginia	$10.5M	+$46.4K	1	7.85%	Increased