← 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
CS
Central Securities
New York
$9.23M $0 1 2% Maintained
402
SSA
South Street Advisors
New York
$9.17M +$9.49M 1 2.83% New
403
HCM
Hollencrest Capital Management
California
$9.11M +$122K 1 1.32% Increased
404
TA
Teton Advisors
New York
$9.11M +$625K 3 0.8% Increased
405
CCM
Cornerstone Capital Management
Minnesota
$9.11M -$47.2M 1 1.43% Reduced
406
SIA
SeaBridge Investment Advisors
New Jersey
$9.1M -$16.3K 2 2.25% Reduced
407
National Pension Service
National Pension Service
South Korea
$9.08M +$826K 2 0.07% Increased
408
SCM
Snow Capital Management
Pennsylvania
$9.05M +$9.36M 1 0.41% New
409
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9M +$4.28M 4 0.02% Increased
410
GCP
GSA Capital Partners
United Kingdom
$9M +$699K 9 0.48% Increased
411
SC
Shellback Capital
Massachusetts
$9M +$9.43M 1 0.76% New
412
SI
Sprott Inc
Ontario, Canada
$8.94M -$1.06M 1 0.32% Reduced
413
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.92M +$276K 4 0.14% Increased
414
RAM
RWC Asset Management
United Kingdom
$8.84M +$3.49M 2 0.54% Increased
415
PC
Pier Capital
Connecticut
$8.83M +$1.54M 1 1.57% Increased
416
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.81M +$1.02M 5 0.1% Increased
417
EULAV Asset Management
EULAV Asset Management
Florida
$8.81M +$722K 1 0.47% Increased
418
MSR
Main Street Research
Connecticut
$8.8M +$98.6K 1 1.72% Increased
419
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.71M +$802K 9 0.09% Increased
420
GIM
Greystone Investment Management
Ohio
$8.71M -$1.47M 1 4.41% Reduced
421
M2MC
Matthew 25 Management Corp
Pennsylvania
$8.66M +$867K 1 2.59% Increased
422
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$8.51M -$2.35M 2 0.48% Reduced
423
WAM
Wilsey Asset Management
California
$8.45M -$54.1K 1 6.5% Reduced
424
Artemis Investment Management
Artemis Investment Management
United Kingdom
$8.39M -$21.6M 1 0.23% Reduced
425
PCI
Pacifica Capital Investments
Texas
$8.37M -$126K 1 4.49% Reduced