← 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
376
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$9.8M +$687K 3 0.36% Increased
377
TI
Trigran Investments
Illinois
$9.8M $0 1 4.29% Maintained
378
LBIM
Land & Buildings Investment Management
Connecticut
$9.8M +$4.48M 2 9.48% Increased
379
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$9.6M +$8.13M 8 0.06% Increased
380
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$9.4M +$1.37M 1 0.05% Increased
381
WBC
Westpac Banking Corp
Australia
$9.39M +$4.39M 6 0.1% Increased
382
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$9.37M -$6.84M 2 0.68% Reduced
383
GIP
Granite Investment Partners
California
$9.37M +$36.9K 4 1.46% Increased
384
KCM
Kingdon Capital Management
New York
$9.34M -$8.94M 3 0.48% Reduced
385
Bridgewater Associates
Bridgewater Associates
Connecticut
$9.3M +$2.71M 2 0.08% Increased
386
CIA
CCM Investment Advisers
South Carolina
$9.24M +$2.58M 1 0.92% Increased
387
DIA
Davidson Investment Advisors
Montana
$9.2M -$9.36K 1 1.39% Reduced
388
Eaton Vance Management
Eaton Vance Management
Massachusetts
$9.15M -$708K 1 0.03% Reduced
389
CCT
Chemung Canal Trust
New York
$9.03M +$612K 2 1.86% Increased
390
SIG
Schaller Investment Group
North Carolina
$9.02M -$396K 1 5.43% Reduced
391
VAM
Visium Asset Management
New York
$8.95M -$15.1M 5 0.15% Reduced
392
FAB
First American Bank
Illinois
$8.93M +$1.81M 2 0.99% Increased
393
London Company of Virginia
London Company of Virginia
Virginia
$8.93M +$9.19M 1 0.1% New
394
Cetera Advisors
Cetera Advisors
Colorado
$8.85M -$504K 2 1.21% Reduced
395
Spot Trading
Spot Trading
Illinois
$8.72M -$10.3M 8 0.05% Reduced
396
RIL
Rothschild Investment LLC
Illinois
$8.48M -$487K 3 1.14% Reduced
397
Oppenheimer & Co
Oppenheimer & Co
New York
$8.44M -$3.87M 8 0.25% Reduced
398
BOK Financial
BOK Financial
Oklahoma
$8.35M +$4.3M 5 0.28% Increased
399
EC
Everest Capital
Florida
$8.34M $0 5 1.98% Maintained
400
AM
Account Management
Massachusetts
$8.31M -$535K 2 7.43% Reduced