← 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	First Manhattan New York	$19.1M	-$3.48M	10	0.1%	Reduced
377	TEC Tiger Eye Capital Nashville, Tennessee	$19M	+$17.3M	1	3.13%	New
378	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$18.9M	+$2.05M	5	0.06%	Increased
379	Guardian Capital (Canada) Toronto, Ontario, Canada	$18.9M	-$129K	4	0.28%	Reduced
380	Fjarde Ap-fonden Stockholm, Sweden	$18.6M	+$2.24M	6	0.28%	Increased
381	Artemis Investment Management Edinburgh, United Kingdom	$18.6M	-$797K	2	0.31%	Reduced
382	ECP Elk Creek Partners Denver, Colorado	$18.4M	+$946K	2	1.08%	Increased
383	SCHF (GPE) Wilson, Wyoming	$18.3M	+$16.2M	1	17.33%	New
384	WMC Westwood Management Corporation Chicago, Illinois	$18.2M	+$16.9M	1	2.55%	New
385	DCCA D.C. Capital Advisors New York	$18M	-$3.81M	1	9.65%	Reduced
386	GA GRS Advisors Chicago, Illinois	$17.9M	-$4.91M	2	10.36%	Reduced
387	PCM Price Capital Management Lafayette, Louisiana	$17.9M	+$16.9M	10	6.17%	New
388	PP Patten & Patten Chattanooga, Tennessee	$17.7M	-$2.12M	2	1.77%	Reduced
389	Colony Group Boston, Massachusetts	$17.5M	-$443K	1	1.1%	Reduced
390	DCM Dupont Capital Management Wilmington, Delaware	$17.4M	-$4.49M	7	0.4%	Reduced
391	PAIM Punch & Associates Investment Management Edina, Minnesota	$17.4M	+$1.31M	1	1.5%	Increased
392	SGAM Smith Group Asset Management Dallas, Texas	$17.3M	+$15.8M	3	0.54%	Increased
393	Barings Charlotte, North Carolina	$17.2M	+$5.72M	6	0.22%	Increased
394	FQ First Quadrant Glendale, California	$17.2M	-$1.94M	7	0.32%	Reduced
395	TAM THB Asset Management Norwalk, Connecticut	$17.2M	+$3.54M	3	2.27%	Increased
396	OAM Oxford Asset Management Oxford, United Kingdom	$17.1M	+$2.92M	6	0.37%	Increased
397	TI Trigran Investments Northbrook, Illinois	$17.1M	+$134K	1	3.83%	Increased
398	WBC Westpac Banking Corp Sydney, Australia	$16.9M	+$700K	6	0.38%	Increased
399	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$16.8M	+$302K	1	1.02%	Increased
400	CAM Cortina Asset Management Milwaukee, Wisconsin	$16.8M	+$4.03M	3	0.74%	Increased