← 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
SGI
Summit Global Investments
Utah
$20.7M +$146K 2 2.41% Increased
352
Truist Financial
Truist Financial
North Carolina
$20.7M -$238K 3 0.36% Reduced
353
RR
Robotti Robert
$20.7M -$641K 4 6.3% Reduced
354
MPAM
Monarch Partners Asset Management
Massachusetts
$20.6M +$3.07M 4 3.1% Increased
355
LPL Financial
LPL Financial
California
$20.6M +$1.79M 9 0.04% Increased
356
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$20.6M -$1.22M 3 0.69% Reduced
357
Mariner
Mariner
Kansas
$20.4M +$13.9M 3 0.24% Increased
358
Great Lakes Advisors
Great Lakes Advisors
Illinois
$20.2M -$8.7M 5 0.44% Reduced
359
T
TOBAM
France
$20.1M +$2.89M 1 1.29% Increased
360
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$19.6M -$14.7M 7 0.18% Reduced
361
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$19.5M -$2.19M 21 0.33% Reduced
362
Martingale Asset Management
Martingale Asset Management
Massachusetts
$19.4M +$7.32M 6 0.2% Increased
363
Pacer Advisors
Pacer Advisors
Pennsylvania
$19.3M -$1.41M 8 0.43% Reduced
364
SRC
Shufro Rose & Co
New York
$19.3M -$1.37M 3 1.91% Reduced
365
Foresters Investment Management
Foresters Investment Management
New York
$19.1M -$158K 2 0.38% Reduced
366
PAIM
Punch & Associates Investment Management
Minnesota
$19.1M +$89.8K 1 1.58% Increased
367
RI
Redwood Investments
Massachusetts
$19M +$16.4M 2 1.47% New
368
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$18.8M -$2.47M 4 0.13% Reduced
369
NM
Newtyn Management
New York
$18.8M $0 1 1.77% Maintained
370
SM
Scoggin Management
New York
$18.8M +$8.21M 2 4.31% Increased
371
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$18.8M +$9.91M 8 0.64% Increased
372
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$18.7M +$3.02M 2 0.19% Increased
373
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$18.7M +$14.2M 6 0.13% Increased
374
CEP
Chicago Equity Partners
Illinois
$18.7M +$5.19M 5 0.89% Increased
375
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$18.6M +$599K 15 0.35% Increased