← 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	FM Forward Management San Francisco, California	$15.4M	+$12.4M	2	2.53%	Increased
402	TA Teton Advisors Rye, New York	$15.3M	-$129K	2	1.36%	Reduced
403	Laurion Capital Management New York	$15.2M	-$4.15M	11	0.12%	Reduced
404	Mitsubishi UFJ Asset Management Tokyo, Japan	$15.1M	+$7.04M	6	0.34%	Increased
405	TAM THB Asset Management Norwalk, Connecticut	$15.1M	-$1.12M	3	1.84%	Reduced
406	SCP Steamboat Capital Partners Rye, New York	$15.1M	-$14.2M	1	8.04%	Reduced
407	MAMNY Marathon Asset Management (New York) New York	$15.1M	-$29.1M	1	4.23%	Reduced
408	UM Ulysses Management New York	$15M	+$15.5M	1	1.31%	New
409	JCM Janney Capital Management Pittsburgh, Pennsylvania	$14.9M	-$574K	1	0.66%	Reduced
410	Curi RMB Capital Chicago, Illinois	$14.9M	+$1.1M	5	0.35%	Increased
411	Xact Kapitalforvaltning Stockholm, Sweden	$14.8M	+$1.21M	15	0.31%	Increased
412	AWCI Alpine Woods Capital Investors Purchase, New York	$14.7M	-$78.6M	9	3.22%	Reduced
413	Employees Retirement System of Texas Austin, Texas	$14.6M	-$2.26M	5	0.2%	Reduced
414	SAM Securian Asset Management St Paul, Minnesota	$14.6M	-$833K	8	0.36%	Reduced
415	PC Pier Capital Stamford, Connecticut	$14.5M	+$1.52M	2	1.99%	Increased
416	SM Scoggin Management New York	$14.4M	+$14.9M	1	1.92%	New
417	BNP Paribas Asset Management Paris, France	$14.4M	-$1.86M	5	0.12%	Reduced
418	NM Nokota Management New York	$14.3M	+$14.7M	1	0.21%	New
419	PP Patten & Patten Chattanooga, Tennessee	$14.3M	-$477K	2	1.46%	Reduced
420	People's United Financial Bridgeport, Connecticut	$14.1M	-$6.15M	7	0.36%	Reduced
421	Burney Company Reston, Virginia	$14.1M	+$3.46M	3	0.82%	Increased
422	Colony Group Boston, Massachusetts	$14.1M	-$469K	1	0.73%	Reduced
423	Regions Financial Corp Birmingham, Alabama	$13.9M	+$973K	11	0.16%	Increased
424	BAMCO Inc New York	$13.9M	-$10.9M	3	0.06%	Reduced
425	Nomura Asset Management Tokyo, Japan	$13.6M	+$794K	6	0.14%	Increased