← 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	SRCM Swift Run Capital Management Charlottesville, Virginia	$8.18M	-$6.99K	1	4.79%	Reduced
427	SIG Schaller Investment Group Winston Salem, North Carolina	$8.15M	$0	1	6.14%	Maintained
428	VCM Venator Capital Management Toronto, Ontario, Canada	$8.11M	+$721K	1	5.34%	Increased
429	MCM Maltese Capital Management New York	$8.1M	-$2.06M	3	0.98%	Reduced
430	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$8.1M	-$1.23M	8	0.29%	Reduced
431	Virtu KCG Holdings New York	$8.09M	-$689K	9	0.19%	Reduced
432	DILH Dai-ichi Life Holdings Tokyo, Japan	$8.07M	+$2.47M	3	0.25%	Increased
433	MCM McKinley Capital Management Anchorage, Alaska	$7.98M	+$427K	3	0.29%	Increased
434	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.94M	-$1.08M	7	0.17%	Reduced
435	GIM Goelzer Investment Management Carmel, Indiana	$7.94M	-$53.6K	1	1.07%	Reduced
436	ProShare Advisors Bethesda, Maryland	$7.82M	-$1.53M	11	0.11%	Reduced
437	RIL Rothschild Investment LLC Chicago, Illinois	$7.78M	+$353K	1	0.95%	Increased
438	ZC Zelman Capital Beachwood, Ohio	$7.75M	-$559K	1	1.51%	Reduced
439	ACM Addison Clark Management Stamford, Connecticut	$7.75M	-$1.95M	1	13.64%	Reduced
440	Fjarde Ap-fonden Stockholm, Sweden	$7.69M	+$144K	4	0.17%	Increased
441	Natixis Paris, France	$7.69M	-$928K	2	0.09%	Reduced
442	Utah Retirement Systems Salt Lake City, Utah	$7.68M	-$338K	7	0.2%	Reduced
443	LOAMU Lombard Odier Asset Management (USA) New York	$7.67M	-$931K	1	0.71%	Reduced
444	LPL Financial San Diego, California	$7.55M	+$566K	11	0.07%	Increased
445	RBF Capital San Francisco, California	$7.54M	+$289K	3	1.29%	Increased
446	Parallax Volatility Advisers San Francisco, California	$7.46M	+$301K	5	0.01%	Increased
447	Eaton Vance Management Boston, Massachusetts	$7.42M	-$3.6M	4	0.02%	Reduced
448	LG Leuthold Group Minneapolis, Minnesota	$7.39M	+$5.53M	2	0.78%	Increased
449	DCCA D.C. Capital Advisors New York	$7.37M	$0	1	4.49%	Maintained
450	TH Timber Hill Greenwich, Connecticut	$7.31M	+$873K	6	0.04%	Increased