← 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	TA Teton Advisors Rye, New York	$10.4M	+$17.1K	3	0.68%	Increased
377	LPC Loeb Partners Corp New York	$10.4M	-$1.89M	3	3.08%	Reduced
378	IRF IBM Retirement Fund Armonk, New York	$10.4M	+$1.27M	8	0.2%	Increased
379	Aperio Group Sausalito, California	$10.3M	+$2.11M	11	0.13%	Increased
380	Caxton Associates (New York) New York	$10.3M	-$12.1M	3	0.79%	Reduced
381	KB Kimelman & Baird New York	$10.2M	-$94.6K	1	1.84%	Reduced
382	HCM Hodges Capital Management Dallas, Texas	$10.2M	-$1.73M	2	0.41%	Reduced
383	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.1M	-$1.44M	7	0.32%	Reduced
384	DIA Denver Investment Advisors Denver, Colorado	$10.1M	-$2.82M	3	0.32%	Reduced
385	SCM Sandler Capital Management New York	$10.1M	-$760K	1	0.53%	Reduced
386	Artemis Investment Management Edinburgh, United Kingdom	$10M	+$2.35M	2	0.39%	Increased
387	GL GLG LLC New York	$10M	+$4.75M	4	0.3%	Increased
388	FM Forward Management San Francisco, California	$9.95M	-$145K	1	0.54%	Reduced
389	PNC Financial Services Group Pittsburgh, Pennsylvania	$9.94M	-$1.04M	22	0.01%	Reduced
390	Cubist Systematic Strategies Stamford, Connecticut	$9.91M	+$3.59M	11	0.53%	Increased
391	BCM Bluefin Capital Management New York	$9.86M	-$4.14M	3	0.59%	Reduced
392	LBIM Land & Buildings Investment Management Stamford, Connecticut	$9.82M	+$6.49M	2	7.85%	Increased
393	Zurich Cantonal Bank Zurich, Switzerland	$9.44M	+$253K	7	0.29%	Increased
394	TI Trigran Investments Northbrook, Illinois	$9.3M	+$2.14M	1	3.05%	Increased
395	D.A. Davidson & Co Great Falls, Montana	$9.28M	-$507K	11	0.3%	Reduced
396	LSC Lesa Sroufe & Co Seattle, Washington	$9.2M	-$4.39M	2	5.82%	Reduced
397	PEAK6 Group Chicago, Illinois	$9.14M	-$14.8M	9	0.07%	Reduced
398	SRC Shufro Rose & Co New York	$9.13M	+$352K	2	0.93%	Increased
399	OCM Osterweis Capital Management San Francisco, California	$9.05M	+$8.45M	1	0.3%	New
400	FG FSI Group Cincinnati, Ohio	$9.04M	+$4.91M	3	3.41%	Increased