← 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
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$9.81M +$5.14M 1 1.48% Increased
377
BIC
Beach Investment Counsel
Pennsylvania
$9.79M -$409K 1 1.11% Reduced
378
GC
GW Capital
Washington
$9.78M -$126K 1 0.68% Reduced
379
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.78M +$1.21M 7 0.2% Increased
380
QS Investors
QS Investors
New York
$9.72M -$11.3M 18 0.09% Reduced
381
Manning & Napier Advisors
Manning & Napier Advisors
New York
$9.72M +$1.27M 5 0.06% Increased
382
Andra AP-fonden
Andra AP-fonden
Sweden
$9.67M +$630K 4 0.28% Increased
383
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$9.55M -$130K 4 0.17% Reduced
384
KB
Kimelman & Baird
New York
$9.43M +$10.1M 1 1.77% New
385
Glenmede Trust
Glenmede Trust
Pennsylvania
$9.4M -$10.4M 10 0.06% Reduced
386
Davis Selected Advisers
Davis Selected Advisers
Arizona
$9.32M $0 1 0.04% Maintained
387
LM
Lasry Marc
$9.25M -$2.43M 1 1.49% Reduced
388
Churchill Management
Churchill Management
California
$9.13M -$3.14M 2 0.43% Reduced
389
PVH
Psagot Value Holdings
Israel
$9.12M -$4.27M 5 0.33% Reduced
390
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$9.11M +$553K 8 0.21% Increased
391
Panagora Asset Management
Panagora Asset Management
Massachusetts
$9.1M -$2.19M 11 0.04% Reduced
392
RS Investment Management
RS Investment Management
California
$9.09M -$3.72M 1 0.08% Reduced
393
Great Lakes Advisors
Great Lakes Advisors
Illinois
$9.05M -$1.22M 3 0.27% Reduced
394
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.91M +$128K 4 0.15% Increased
395
AIM
Ashford Investment Management
Texas
$8.87M +$9.26M 3 5.39% New
396
PP
Paloma Partners
Connecticut
$8.87M +$2.77M 11 0.23% Increased
397
CS
Central Securities
New York
$8.87M $0 1 2.15% Maintained
398
CMBA
C.M. Bidwell & Associates
Hawaii
$8.85M +$3.49M 2 2.1% Increased
399
JCM
Jag Capital Management
Missouri
$8.74M +$8.52M 1 1.63% New
400
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.72M +$249K 3 0.19% Increased