← 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
Aristeia Capital
Aristeia Capital
Connecticut
$17.1M +$996 1 0.34% Increased
402
IFM Investors
IFM Investors
Australia
$17.1M +$1.01M 5 0.29% Increased
403
NGM
North Growth Management
British Columbia, Canada
$17M $0 1 3.87% Maintained
404
SRC
Shufro Rose & Co
New York
$17M -$767K 1 1.43% Reduced
405
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$16.9M +$387K 1 1.13% Increased
406
Primecap Management
Primecap Management
California
$16.7M -$637K 1 0.02% Reduced
407
HI
Handelsinvest Investeringsforvaltning
Denmark
$16.6M +$5.37M 2 2.63% Increased
408
Chilton Capital Management
Chilton Capital Management
Texas
$16.6M +$404K 2 1.03% Increased
409
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$16.6M +$255K 2 1.25% Increased
410
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$16.6M -$125K 1 0.21% Reduced
411
QOP
Quinn Opportunity Partners
Virginia
$16.5M +$3.72M 2 2.02% Increased
412
MFWM
Motley Fool Wealth Management
Virginia
$16.5M -$1.36M 1 1.14% Reduced
413
Two Sigma Investments
Two Sigma Investments
New York
$16.5M +$6.23M 11 0.05% Increased
414
Capital International Inc
Capital International Inc
California
$16.2M +$1.83M 4 0.35% Increased
415
MAM
Meeder Asset Management
Ohio
$16.2M +$9.37M 16 1.42% Increased
416
Commerce Bank
Commerce Bank
Missouri
$16.2M -$1.25M 8 0.13% Reduced
417
MCM
Maltese Capital Management
New York
$16.1M -$3.54M 1 4.47% Reduced
418
Utah Retirement Systems
Utah Retirement Systems
Utah
$16.1M -$80.7K 7 0.25% Reduced
419
ProShare Advisors
ProShare Advisors
Maryland
$16M -$702K 17 0.06% Reduced
420
UIC
Uniplan Investment Counsel
Wisconsin
$15.8M -$694K 1 1.12% Reduced
421
CGA
Compound Global Advisors
Washington
$15.8M +$14.6M 1 4.5% New
422
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.5M +$2.05M 4 0.29% Increased
423
RBF Capital
RBF Capital
California
$15.4M -$452K 10 1.16% Reduced
424
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$15.4M -$537K 21 0.08% Reduced
425
Verition Fund Management
Verition Fund Management
Connecticut
$15.3M +$595K 8 0.24% Increased