← 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
1M
13D Management
New York
$17.3M +$1.13M 1 4.76% Increased
352
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$17M -$5.08M 5 0.18% Reduced
353
TA
Teton Advisors
New York
$17M -$159K 2 1.49% Reduced
354
NPIC
Neumeier Poma Investment Counsel
California
$16.9M +$7.74M 1 1.4% Increased
355
HCM
Hilton Capital Management
New York
$16.8M -$275K 1 2.45% Reduced
356
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$16.7M +$134K 21 0.28% Increased
357
RGREA
Ranger Global Real Estate Advisors
Colorado
$16.7M -$2.09M 1 4.01% Reduced
358
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$16.5M +$288K 7 0.12% Increased
359
R.M. Davis Inc
R.M. Davis Inc
Maine
$16.4M -$103K 1 0.59% Reduced
360
CP
Covalent Partners
Massachusetts
$16.3M -$852K 4 20.65% Reduced
361
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$16.2M +$353K 5 0.23% Increased
362
MCM
Maryland Capital Management
Maryland
$16.2M -$13.7K 1 2.11% Reduced
363
GWS
Glassman Wealth Services
Virginia
$16.1M +$650 5 7.4% Increased
364
KTA
Keeley-Teton Advisors
Illinois
$16.1M -$866K 2 1.15% Reduced
365
Marshall Wace North America
Marshall Wace North America
New York
$16.1M -$4.33M 7 0.11% Reduced
366
OAM
Origin Asset Management
United Kingdom
$16M -$3.58M 2 1.04% Reduced
367
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15.9M +$426K 5 0.19% Increased
368
ProShare Advisors
ProShare Advisors
Maryland
$15.8M -$490K 13 0.11% Reduced
369
CIBC World Market
CIBC World Market
Ontario, Canada
$15.8M +$880K 5 0.07% Increased
370
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$15.8M -$2.1M 4 0.11% Reduced
371
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$15.7M -$2.89M 6 1.6% Reduced
372
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$15.5M +$569K 13 0.26% Increased
373
SAM
Securian Asset Management
Minnesota
$15.5M +$1.76M 8 0.37% Increased
374
CEP
Chicago Equity Partners
Illinois
$15.5M -$8.04M 9 0.45% Reduced
375
MSA
Mason Street Advisors
Wisconsin
$15.5M +$178K 12 0.32% Increased