← 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	PP Prospector Partners Guilford, Connecticut	$9.94M	-$2.2M	2	0.54%	Reduced
377	HCM Hodges Capital Management Dallas, Texas	$9.92M	+$2.09M	2	0.41%	Increased
378	Mutual of America Capital Management New York	$9.82M	-$194K	8	0.23%	Reduced
379	AC Ascend Capital Orinda, California	$9.8M	+$11.3M	2	0.29%	New
380	QI Qualcomm Inc San Diego, California	$9.72M	$0	1	0.68%	Maintained
381	MAI Capital Management Independence, Ohio	$9.7M	+$1.9M	3	0.93%	Increased
382	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$9.6M	-$9.14M	1	0.34%	Reduced
383	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.54M	-$170K	20	0.01%	Reduced
384	PCM Portolan Capital Management Boston, Massachusetts	$9.53M	+$252K	1	2.16%	Increased
385	Highbridge Capital Management New York	$9.47M	+$9.84M	6	0.13%	Increased
386	Wasatch Advisors Salt Lake City, Utah	$9.4M	-$46.4K	1	0.1%	Reduced
387	KB Kimelman & Baird New York	$9.4M	-$1.51M	1	1.78%	Reduced
388	Thompson Siegel & Walmsley Richmond, Virginia	$9.34M	-$6.15M	6	0.19%	Reduced
389	TA Teton Advisors Rye, New York	$9.26M	-$4.1M	3	0.66%	Reduced
390	CC Cannell Capital Alta, Wyoming	$9.26M	$0	1	3.48%	Maintained
391	AAP Ardsley Advisory Partners Stamford, Connecticut	$9.14M	+$10.6M	1	1.21%	New
392	GC Greenlight Capital New York	$9.11M	-$4.74M	1	0.13%	Reduced
393	CS Central Securities New York	$9.06M	+$1.42M	1	1.97%	Increased
394	VCM V3 Capital Management Dallas, Texas	$9.02M	-$7.24M	1	3.37%	Reduced
395	Aberdeen Asset Management Aberdeen, United Kingdom	$8.96M	+$780K	4	0.02%	Increased
396	CF CNA Financial Chicago, Illinois	$8.87M	$0	4	1.7%	Maintained
397	DCM Decade Capital Management New York	$8.85M	-$119K	3	1.04%	Reduced
398	BOK Financial Tulsa, Oklahoma	$8.76M	-$728K	3	0.29%	Reduced
399	NCM Newland Capital Management New York	$8.71M	+$4.97M	2	5.76%	Increased
400	SRCM Swift Run Capital Management Charlottesville, Virginia	$8.63M	+$269K	1	4.46%	Increased