← 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
426	VDBMI Van Den Berg Management I Austin, Texas	$6.97M	-$76.1K	1	0.54%	Reduced
427	KBC Group Brussels, Belgium	$6.88M	-$4.66M	9	0.1%	Reduced
428	Ancora Advisors Cleveland, Ohio	$6.83M	+$164K	3	1.03%	Increased
429	APCM Arbiter Partners Capital Management New York	$6.83M	+$1.49M	2	0.94%	Increased
430	BAM Burnham Asset Management New York	$6.83M	-$110K	4	1.59%	Reduced
431	Utah Retirement Systems Salt Lake City, Utah	$6.65M	$0	7	0.2%	Maintained
432	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.64M	+$1.15M	7	0.18%	Increased
433	PVH Psagot Value Holdings Tel Aviv, Israel	$6.54M	-$45.4M	8	0.23%	Reduced
434	1M 13D Management New York	$6.49M	+$6.16M	1	4.82%	New
435	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.49M	+$5.86M	10	0.31%	New
436	AC AFAM Capital Austin, Texas	$6.49M	+$92.1K	1	0.88%	Increased
437	Natixis Advisors Boston, Massachusetts	$6.45M	+$147K	3	0.11%	Increased
438	US Bancorp Minneapolis, Minnesota	$6.44M	-$448K	20	0.03%	Reduced
439	LBG Lloyds Banking Group London, United Kingdom	$6.43M	+$1.17M	3	0.06%	Increased
440	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.39M	-$1.03M	5	0.18%	Reduced
441	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$6.32M	+$5.54M	2	1.03%	New
442	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.31M	-$315K	4	0.13%	Reduced
443	FPA Fieldpoint Private Advisors New York	$6.28M	+$4.14K	2	3.6%	Increased
444	SCM SOL Capital Management Rockville, Maryland	$6.24M	+$4.53K	1	2.39%	Increased
445	D.A. Davidson & Co Great Falls, Montana	$6.16M	+$1.77M	11	0.23%	Increased
446	Asset Management One Tokyo, Japan	$6.15M	-$4.55M	6	0.1%	Reduced
447	GHA Garcia Hamilton & Associates Houston, Texas	$6.13M	-$1.67M	1	1.39%	Reduced
448	IIA IPG Investment Advisors San Diego, California	$6.07M	+$5.62M	1	3.24%	New
449	JC JBF Capital Aspen, Colorado	$6.07M	$0	2	0.96%	Maintained
450	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.04M	-$470K	7	0.1%	Reduced