← 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
401
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$8.63M -$171K 1 0.53% Reduced
402
LOAMU
Lombard Odier Asset Management (USA)
New York
$8.57M -$2.68M 1 1.04% Reduced
403
BCM
Billings Capital Management
Virginia
$8.45M +$862K 1 9% Increased
404
FA
Friess Associates
Delaware
$8.4M +$145K 2 0.86% Increased
405
JCM
Janney Capital Management
Pennsylvania
$8.31M -$26.6M 1 0.44% Reduced
406
CS
Central Securities
New York
$8.27M $0 1 1.92% Maintained
407
DP
DW Partners
New York
$8.26M +$2.43K 1 6.75% Increased
408
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.23M +$769K 5 0.09% Increased
409
IMAS
ID Management A/S
Denmark
$8.22M +$363K 6 2.6% Increased
410
WAM
Wilsey Asset Management
California
$8.21M +$31.4K 1 5.88% Increased
411
BRCA
Birch Run Capital Advisors
Texas
$8.18M +$948K 2 3.25% Increased
412
Emerald Advisers
Emerald Advisers
Pennsylvania
$8.18M +$1.38M 1 0.39% Increased
413
SRCM
Swift Run Capital Management
Virginia
$8.17M +$79.7K 1 5.22% Increased
414
SI
Sprott Inc
Ontario, Canada
$8.16M +$8.29M 1 0.42% New
415
Utah Retirement Systems
Utah Retirement Systems
Utah
$8.15M -$136K 7 0.22% Reduced
416
SIG
Schaller Investment Group
North Carolina
$8.14M +$1.62M 1 6.03% Increased
417
Fred Alger Management
Fred Alger Management
New York
$8.12M -$4.36M 1 0.04% Reduced
418
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.06M -$2.94M 9 0.09% Reduced
419
LCM
Landscape Capital Management
New Jersey
$8.02M +$1.78M 2 1.06% Increased
420
PCI
Pacifica Capital Investments
Texas
$8.01M +$26.6K 1 4.23% Increased
421
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$8M +$5.39M 1 1.45% Increased
422
ICM
IronBridge Capital Management
Illinois
$7.97M -$3.74M 1 0.35% Reduced
423
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.93M -$19.6M 2 0.05% Reduced
424
IMOV
Investment Management of Virginia
Virginia
$7.91M +$46.5K 2 2.02% Increased
425
MCM
McKinley Capital Management
Alaska
$7.88M +$2.96M 4 0.38% Increased