← 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	WC Walthausen & Co Malta, New York	$19.4M	-$119K	2	1.92%	Reduced
352	HBK Investments Dallas, Texas	$19.4M	-$16.9M	5	0.13%	Reduced
353	United Capital Financial Advisors Irving, Texas	$19.3M	-$17M	6	0.15%	Reduced
354	Pendal Group Sydney, Australia	$19.3M	+$14.4M	5	0.25%	Increased
355	KLWA Kelly Lawrence W & Associates Pasadens, California	$19.2M	-$1.8M	1	3.63%	Reduced
356	First Manhattan New York	$19.1M	-$824K	9	0.11%	Reduced
357	State of Michigan Retirement System Lansing, Michigan	$19M	+$1.25M	7	0.15%	Increased
358	TI Trigran Investments Northbrook, Illinois	$18.7M	-$543K	1	3.96%	Reduced
359	BCMNY Buckingham Capital Management (New York) New York	$18.7M	-$4.12M	2	2.15%	Reduced
360	ProShare Advisors Bethesda, Maryland	$18.6M	+$670K	13	0.12%	Increased
361	Jacobs Levy Equity Management Florham Park, New Jersey	$18.5M	-$3.31K	3	0.31%	Reduced
362	MSL Mackay Shields LLC New York	$18.4M	+$20.1M	7	0.11%	New
363	MLICM Metropolitan Life Insurance Company (MetLife) New York	$18.4M	+$557K	21	0.26%	Increased
364	ACM Ashford Capital Management Wilmington, Delaware	$18.3M	+$28.9K	1	2.75%	Increased
365	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$18.3M	+$17.1M	5	0.11%	Increased
366	GA Glenhill Advisors New York	$18.2M	-$46.5M	1	2.08%	Reduced
367	1M 13D Management New York	$18.2M	+$1.6M	1	5.04%	Increased
368	Gulf International Bank (UK) London, United Kingdom	$18.1M	+$1.48M	5	0.23%	Increased
369	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$17.9M	+$342K	2	1.98%	Increased
370	HighTower Advisors Chicago, Illinois	$17.8M	-$15.1M	11	0.15%	Reduced
371	EIA Edgemoor Investment Advisors Bethesda, Maryland	$17.7M	+$18.3M	2	2.36%	Increased
372	ECP Elk Creek Partners Denver, Colorado	$17.7M	+$276K	2	1.03%	Increased
373	MSA Mason Street Advisors Milwaukee, Wisconsin	$17.6M	+$746K	12	0.4%	Increased
374	ACP Atalan Capital Partners New York	$17.5M	+$6.33M	1	4.15%	Increased
375	Fjarde Ap-fonden Stockholm, Sweden	$17.5M	+$1.39M	5	0.27%	Increased