← 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	MIM Montgomery Investment Management Rockville, Maryland	$36.5M	-$19.3K	5	14.44%	Reduced
352	JC JBF Capital Aspen, Colorado	$36.4M	$0	1	5.63%	Maintained
353	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$36M	-$405K	1	2.11%	Reduced
354	1SP 140 Summer Partners New York	$36M	-$3.03M	1	4.33%	Reduced
355	AM Ampfield Management New York	$35.9M	-$13M	1	33.1%	Reduced
356	Blackstone Inc New York	$35.6M	+$5.05M	1	0.15%	Increased
357	WCP Waterfront Capital Partners New York	$35.2M	+$34.1M	1	4.14%	New
358	USS Investment Management London, United Kingdom	$35M	-$460K	5	0.28%	Reduced
359	Cresset Asset Management Chicago, Illinois	$34.9M	+$2.57M	12	0.15%	Increased
360	Artemis Investment Management Edinburgh, United Kingdom	$34.8M	-$1.84K	3	0.47%	Reduced
361	Guggenheim Capital Chicago, Illinois	$34.5M	-$5.57M	11	0.24%	Reduced
362	Cambridge Investment Research Advisors Fairfield, Iowa	$34M	-$1.89M	12	0.13%	Reduced
363	Capital International Investors Los Angeles, California	$33.9M	-$119M	1	0.01%	Reduced
364	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$33.6M	+$7.07M	12	0.18%	Increased
365	Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Stockholm, Sweden	$33.5M	+$34.6M	5	0.38%	New
366	US Bancorp Minneapolis, Minnesota	$33.4M	-$126K	24	0.05%	Reduced
367	Trexquant Investment Stamford, Connecticut	$33M	+$5.18M	9	0.5%	Increased
368	Sapient Capital Indianapolis, Indiana	$32.8M	-$89.9K	3	0.68%	Reduced
369	IFM Investors Melbourne, Australia	$32.8M	+$2.41M	5	0.33%	Increased
370	ProShare Advisors Bethesda, Maryland	$32.7M	+$3.15M	17	0.09%	Increased
371	Ingalls & Snyder LLC New York	$32.5M	+$170K	3	1.4%	Increased
372	AP Atwood & Palmer Kansas City, Missouri	$32.5M	+$667K	2	2.46%	Increased
373	Creative Planning Overland Park, Kansas	$32.2M	+$2.11M	21	0.03%	Increased
374	UniSuper Management Melbourne, Victoria, Australia	$32.2M	-$2.24M	14	0.27%	Reduced
375	Cullen/Frost Bankers San Antonio, Texas	$31.9M	+$355K	14	0.46%	Increased