← 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	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.75M	$0	1	0.92%	Maintained
427	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.75M	+$3.44M	3	0.56%	Increased
428	Parallax Volatility Advisers San Francisco, California	$7.72M	-$735K	6	0.02%	Reduced
429	BCM Beck Capital Management Austin, Texas	$7.71M	+$2.06M	3	4.54%	Increased
430	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$7.71M	-$32K	12	0.57%	Reduced
431	CC Cipher Capital New York	$7.67M	+$1.29M	4	1.09%	Increased
432	TH Timber Hill Greenwich, Connecticut	$7.67M	+$1.82M	4	0.04%	Increased
433	Marshall Wace London, United Kingdom	$7.64M	-$8.46M	4	0.07%	Reduced
434	Aberdeen Asset Management Aberdeen, United Kingdom	$7.48M	+$3.15M	4	0.03%	Increased
435	NGA New Generation Advisors Manchester, Massachusetts	$7.46M	-$152K	1	3.8%	Reduced
436	WAM Wilsey Asset Management San Diego, California	$7.46M	+$152K	1	5.38%	Increased
437	BCM Billings Capital Management Arlington, Virginia	$7.45M	+$7.95M	1	8.01%	New
438	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.42M	$0	2	1.7%	Maintained
439	RIL Rothschild Investment LLC Chicago, Illinois	$7.41M	-$57.1K	1	0.94%	Reduced
440	TA Tiptree Advisors New York	$7.37M	+$2.74M	1	1.74%	Increased
441	First Allied Advisory Services San Diego, California	$7.36M	+$1.58M	4	0.38%	Increased
442	TA Teton Advisors Rye, New York	$7.34M	-$2.42M	3	0.65%	Reduced
443	Palisade Capital Management Fort Lee, New Jersey	$7.33M	+$1.22M	4	0.24%	Increased
444	Mirae Asset Global Investments Seoul, South Korea	$7.26M	+$7.39M	2	0.24%	New
445	HBK Investments Dallas, Texas	$7.22M	+$5.8M	4	0.07%	Increased
446	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.2M	-$266K	2	0.23%	Reduced
447	ABC Anchor Bolt Capital Chicago, Illinois	$7.18M	-$21.5M	1	0.19%	Reduced
448	Jacobs Levy Equity Management Florham Park, New Jersey	$7.17M	+$2.08M	2	0.14%	Increased
449	IMAS ID Management A/S Randers, Denmark	$7.16M	+$1.74M	3	2.31%	Increased
450	Luther King Capital Management (LKCM) Fort Worth, Texas	$7.13M	-$2.67M	1	0.07%	Reduced