← 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	Weiss Multi-Strategy Advisers New York	$17.3M	+$6.52M	5	0.55%	Increased
377	TAM THB Asset Management Norwalk, Connecticut	$16.8M	+$621K	3	2.2%	Increased
378	HCM Hilton Capital Management Garden City, New York	$16.8M	+$157K	1	2.64%	Increased
379	PAIM Punch & Associates Investment Management Edina, Minnesota	$16.8M	-$16.1K	1	1.48%	Reduced
380	SJIC St. James Investment Company Southlake, Texas	$16.7M	+$12.9M	1	2.02%	Increased
381	KC Kepos Capital New York	$16.6M	+$11.1M	2	0.97%	Increased
382	Ruane, Cunniff & Goldfarb New York	$16.4M	-$4.58M	1	0.15%	Reduced
383	GHCM Glen Harbor Capital Management San Diego, California	$16.3M	+$7.42M	8	0.37%	Increased
384	Assenagon Asset Management Senningerberg, Luxembourg	$16.1M	-$71.2M	4	0.21%	Reduced
385	Natixis Advisors Boston, Massachusetts	$16M	+$1.17M	5	0.16%	Increased
386	Employees Retirement System of Texas Austin, Texas	$16M	+$2.16M	6	0.22%	Increased
387	JCM Janney Capital Management Pittsburgh, Pennsylvania	$15.8M	-$32.1M	1	0.69%	Reduced
388	CIBC World Market Toronto, Ontario, Canada	$15.7M	+$15.4M	7	0.06%	Increased
389	CP Covalent Partners Concord, Massachusetts	$15.7M	+$3.52M	3	14.96%	Increased
390	CAM Cortina Asset Management Milwaukee, Wisconsin	$15.6M	-$957K	3	0.77%	Reduced
391	CMI Cider Mill Investments Greenwich, Connecticut	$15.4M	-$2.65M	2	7.3%	Reduced
392	PP Patten & Patten Chattanooga, Tennessee	$15.2M	-$545K	2	1.55%	Reduced
393	Colony Group Boston, Massachusetts	$15M	-$868K	1	0.82%	Reduced
394	BNP Paribas Asset Management Paris, France	$15M	+$3.1M	5	0.13%	Increased
395	SAM Securian Asset Management St Paul, Minnesota	$14.9M	-$4.48M	8	0.38%	Reduced
396	TCM Tygh Capital Management Portland, Oregon	$14.9M	+$2.57M	2	2.83%	Increased
397	Main Management ETF Advisors San Francisco, California	$14.9M	-$6.21M	1	5.27%	Reduced
398	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$14.8M	+$397K	1	0.91%	Increased
399	UBS O'Connor Chicago, Illinois	$14.8M	+$12.7M	4	0.28%	Increased
400	Barings Charlotte, North Carolina	$14.8M	+$145K	5	0.21%	Increased