← 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	CCT Chemung Canal Trust Elmira, New York	$11.8M	-$438K	2	2.59%	Reduced
377	QF QVT Financial New York	$11.5M	-$1.06M	1	0.17%	Reduced
378	CC Cannell Capital Alta, Wyoming	$11.1M	$0	1	3.65%	Maintained
379	ARC Absolute Return Capital Boston, Massachusetts	$11.1M	+$1.1M	5	0.44%	Increased
380	PEAK6 Group Chicago, Illinois	$11M	-$1.6M	9	0.07%	Reduced
381	IRF IBM Retirement Fund Armonk, New York	$11M	+$40.6K	7	0.21%	Increased
382	Thompson Siegel & Walmsley Richmond, Virginia	$11M	-$522K	4	0.2%	Reduced
383	DCM Decade Capital Management New York	$11M	-$7.21M	4	1.32%	Reduced
384	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.9M	+$555K	4	0.08%	Increased
385	Donald Smith & Co New York	$10.9M	-$303K	1	0.24%	Reduced
386	Frontier Capital Management Boston, Massachusetts	$10.8M	+$7.62M	1	0.08%	Increased
387	KBC Group Brussels, Belgium	$10.7M	+$3.35M	10	0.14%	Increased
388	CS Central Securities New York	$10.7M	$0	1	2.41%	Maintained
389	SRCM Swift Run Capital Management Charlottesville, Virginia	$10.6M	-$108K	1	4.46%	Reduced
390	Jefferies Group New York	$10.5M	+$3.27M	14	0.05%	Increased
391	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.5M	-$414K	1	0.09%	Reduced
392	HVCM HG Vora Capital Management New York	$10.5M	+$722K	1	1.28%	Increased
393	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$10.5M	-$5.84M	1	0.31%	Reduced
394	ProShare Advisors Bethesda, Maryland	$10.5M	-$316K	13	0.14%	Reduced
395	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$10.4M	-$199K	7	0.36%	Reduced
396	PCM Pyrrho Capital Management New York	$10.4M	+$5.13M	1	5.07%	Increased
397	FM Forward Management San Francisco, California	$10.4M	+$1.03M	2	0.64%	Increased
398	HighTower Advisors Chicago, Illinois	$10.3M	-$469K	8	0.17%	Reduced
399	THCM Tipp Hill Capital Management New York	$10.3M	+$1.31M	2	8.67%	Increased
400	DIA Denver Investment Advisors Denver, Colorado	$10.2M	+$328K	3	0.38%	Increased