← 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
Andra AP-fonden
Andra AP-fonden
Sweden
$7.88M -$1.21M 4 0.22% Reduced
427
WAM
Wilsey Asset Management
California
$7.88M +$183K 1 5.57% Increased
428
OCG
Opus Capital Group
Ohio
$7.87M +$7.2M 2 1.16% Increased
429
GIM
Goelzer Investment Management
Indiana
$7.87M +$612K 1 1.02% Increased
430
ACP
Atalan Capital Partners
New York
$7.8M +$5.27M 1 3.67% Increased
431
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$7.76M -$68.4K 7 0.16% Reduced
432
GIM
Greystone Investment Management
Ohio
$7.72M -$929K 1 4.01% Reduced
433
LSC
Lesa Sroufe & Co
Washington
$7.71M +$1.31M 2 6.73% Increased
434
FA
Friess Associates
Delaware
$7.68M -$1.63M 2 0.75% Reduced
435
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$7.64M -$23.9M 2 0.02% Reduced
436
SI
Sprott Inc
Ontario, Canada
$7.63M -$1.07M 1 0.65% Reduced
437
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$7.62M -$1.24M 5 0.08% Reduced
438
Utah Retirement Systems
Utah Retirement Systems
Utah
$7.59M +$150K 7 0.19% Increased
439
Stifel Financial
Stifel Financial
Missouri
$7.43M +$3.28M 9 0.03% Increased
440
SSA
South Street Advisors
New York
$7.41M -$1.04M 1 2.61% Reduced
441
LCM
Landscape Capital Management
New Jersey
$7.4M -$2.08M 1 1.01% Reduced
442
IMOV
Investment Management of Virginia
Virginia
$7.38M -$398K 2 1.76% Reduced
443
CA
Cumberland Advisors
Florida
$7.38M +$1.06M 1 5.26% Increased
444
RIL
Rothschild Investment LLC
Illinois
$7.27M -$773K 1 0.88% Reduced
445
ZC
Zelman Capital
Ohio
$7.25M -$311K 1 8.86% Reduced
446
Capstone Investment Advisors
Capstone Investment Advisors
New York
$7.17M +$3.43M 7 0.22% Increased
447
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.13M +$7.33K 4 0.02% Increased
448
LOAMU
Lombard Odier Asset Management (USA)
New York
$7.07M -$556K 1 0.9% Reduced
449
GCIA
Gabelli & Co Investment Advisers
New York
$6.98M $0 1 0.81% Maintained
450
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.96M -$2.68M 11 0.18% Reduced