← 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
CCM
Cobalt Capital Management
New Jersey
$26.5M +$21.1M 3 8% Increased
352
MFWM
Motley Fool Wealth Management
Virginia
$26.2M +$89.4K 1 1.25% Increased
353
PFMOSF
Philadelphia Financial Management of San Francisco
California
$26.1M +$22.2M 3 8.39% Increased
354
MPM
Meritage Portfolio Management
Kansas
$25.9M +$22.1M 5 1.6% Increased
355
Natixis Advisors
Natixis Advisors
Massachusetts
$25.7M -$4.41M 7 0.1% Reduced
356
Palisade Capital Management
Palisade Capital Management
New Jersey
$25.3M -$2.39M 1 0.58% Reduced
357
ACM
AEW Capital Management
Massachusetts
$24.9M $0 1 0.72% Maintained
358
Royal London Asset Management
Royal London Asset Management
United Kingdom
$24.8M +$934K 5 0.1% Increased
359
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$24.8M -$4.67M 2 2.02% Reduced
360
ACM
AlphaCrest Capital Management
New York
$24.7M +$9.67M 12 1.38% Increased
361
TIM
Tikehau Investment Management
France
$24.6M -$15.4M 1 5.29% Reduced
362
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$24.6M +$803K 1 1.13% Increased
363
Capital International Inc
Capital International Inc
California
$24.5M -$61K 3 0.27% Reduced
364
Primecap Management
Primecap Management
California
$24.3M -$254K 1 0.02% Reduced
365
GPC
Guardian Point Capital
Virginia
$24.3M +$2.47M 2 8.86% Increased
366
Alyeska Investment Group
Alyeska Investment Group
Illinois
$24.1M -$37.4M 3 0.27% Reduced
367
AM
Ampfield Management
New York
$24.1M +$499K 1 27.79% Increased
368
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$24M +$2.9M 7 0.71% Increased
369
WAM
Winslow Asset Management
Ohio
$23.7M -$304K 2 4.68% Reduced
370
6CM
683 Capital Management
New York
$23.6M +$26.5M 3 1.26% Increased
371
ProShare Advisors
ProShare Advisors
Maryland
$23.6M -$2.48M 18 0.05% Reduced
372
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6M +$1.21M 14 0.23% Increased
373
PIM
Platinum Investment Management
Australia
$23.4M +$29.6M 1 0.72% New
374
HRT Financial
HRT Financial
New York
$23.3M -$4.71M 9 0.17% Reduced
375
USS Investment Management
USS Investment Management
United Kingdom
$23.3M +$5.46M 5 0.19% Increased