← 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	Park National Corp Newark, Ohio	$11.3M	-$693K	1	0.63%	Reduced
427	MAM Mark Asset Management New York	$11.3M	+$362K	3	2.14%	Increased
428	MFWM Motley Fool Wealth Management Alexandria, Virginia	$11.3M	+$352K	1	0.64%	Increased
429	Crossmark Global Holdings Houston, Texas	$11.2M	+$591K	12	0.33%	Increased
430	Pacer Advisors Malvern, Pennsylvania	$11.2M	+$7.05M	5	0.23%	Increased
431	BPM Bowling Portfolio Management Cincinnati, Ohio	$11.2M	-$862K	8	2.4%	Reduced
432	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.2M	-$4M	8	0.07%	Reduced
433	PAR Capital Management Boston, Massachusetts	$11.2M	-$7.25M	1	0.43%	Reduced
434	Commerce Bank Kansas City, Missouri	$11.1M	-$2.16M	7	0.11%	Reduced
435	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$11.1M	+$9.66M	3	0.9%	New
436	LCM Landscape Capital Management Englewood, New Jersey	$10.9M	-$1.93M	2	1.81%	Reduced
437	USS Investment Management London, United Kingdom	$10.9M	+$6.96M	4	0.11%	Increased
438	Fifth Third Bancorp Cincinnati, Ohio	$10.8M	-$1.03M	10	0.06%	Reduced
439	WCP Waterfront Capital Partners New York	$10.7M	+$8.87M	2	1.76%	New
440	PC Periscope Capital Toronto, Ontario, Canada	$10.7M	+$675K	1	0.96%	Increased
441	Commonwealth Equity Services Waltham, Massachusetts	$10.5M	+$457K	8	0.04%	Increased
442	TA Teton Advisors Rye, New York	$10.5M	-$1.82M	3	1.68%	Reduced
443	DA Denali Advisors San Diego, California	$10.5M	-$5.5M	10	2.02%	Reduced
444	HCM Hodges Capital Management Dallas, Texas	$10.4M	-$2.42M	4	2.12%	Reduced
445	KTA Keeley-Teton Advisors Chicago, Illinois	$10.3M	-$1.9M	3	1.62%	Reduced
446	Tudor Investment Corp Stamford, Connecticut	$10.3M	+$7.68M	12	0.51%	Increased
447	GCIA Gabelli & Co Investment Advisers Rye, New York	$10.2M	-$1.4M	2	2.32%	Reduced
448	Ninety One (UK) London, United Kingdom	$10.2M	+$2.01M	2	0.04%	Increased
449	PAM Premier Asset Management Chicago, Illinois	$10.1M	+$8.66M	2	3.39%	New
450	Summit Partners Public Asset Management Boston, Massachusetts	$10M	+$1.04M	1	0.6%	Increased