← 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	GIM Goelzer Investment Management Carmel, Indiana	$7.77M	+$7.39M	1	1.07%	New
427	TA Teton Advisors Rye, New York	$7.74M	-$1.46K	3	0.7%	Reduced
428	HL Financial Services Louisville, Kentucky	$7.66M	+$343K	3	0.18%	Increased
429	Fjarde Ap-fonden Stockholm, Sweden	$7.64M	+$471K	4	0.18%	Increased
430	LM Lasry Marc	$7.61M	$0	1	1.78%	Maintained
431	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.5M	+$165K	1	0.98%	Increased
432	Manning & Napier Advisors Fairport, New York	$7.46M	+$1.43M	1	0.05%	Increased
433	PVH Psagot Value Holdings Tel Aviv, Israel	$7.45M	-$1.73M	5	0.32%	Reduced
434	Parallax Volatility Advisers San Francisco, California	$7.43M	+$1.11M	6	0.01%	Increased
435	EULAV Asset Management Sarasota, Florida	$7.27M	+$3.93M	1	0.4%	Increased
436	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$7.25M	-$9.97M	1	1.67%	Reduced
437	DIA Davidson Investment Advisors Great Falls, Montana	$7.17M	+$168K	1	1.2%	Increased
438	GCP GSA Capital Partners London, United Kingdom	$7.16M	+$2.23M	11	0.4%	Increased
439	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.11M	$0	2	1.71%	Maintained
440	GW&K Investment Management Boston, Massachusetts	$7.11M	+$3.65M	1	0.15%	Increased
441	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.08M	+$376K	12	0.37%	Increased
442	LPL Financial San Diego, California	$7.05M	-$19.6M	11	0.06%	Reduced
443	RFA Reilly Financial Advisors La Mesa, California	$7.05M	+$7.03M	3	1.29%	Increased
444	Cubist Systematic Strategies Stamford, Connecticut	$7.04M	-$2.29M	7	0.41%	Reduced
445	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$7M	+$3.79M	1	1.96%	Increased
446	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$6.93M	-$5.52M	2	0.6%	Reduced
447	MIM Montgomery Investment Management Rockville, Maryland	$6.86M	-$171K	1	3.32%	Reduced
448	ZC Zelman Capital Beachwood, Ohio	$6.75M	+$373K	1	1.2%	Increased
449	Capstone Investment Advisors New York	$6.7M	+$661K	4	0.13%	Increased
450	RIL Rothschild Investment LLC Chicago, Illinois	$6.69M	+$110K	1	0.85%	Increased