← 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
Hancock Whitney
Hancock Whitney
Mississippi
$19.6M -$1.1M 6 0.67% Reduced
427
Frontier Capital Management
Frontier Capital Management
Massachusetts
$19.5M -$42.4M 2 0.15% Reduced
428
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$19.5M +$804K 7 0.85% Increased
429
Braun Stacey Associates
Braun Stacey Associates
New York
$19.4M -$599K 1 0.82% Reduced
430
HCM
Hodges Capital Management
Texas
$19.4M +$621K 5 2.68% Increased
431
Chilton Capital Management
Chilton Capital Management
Texas
$19.1M -$972K 1 1.27% Reduced
432
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$19M +$440K 3 0.48% Increased
433
SGCIA
Smith Graham & Co Investment Advisors
Texas
$18.9M -$729K 1 1.54% Reduced
434
GACM
Global Alpha Capital Management
Quebec, Canada
$18.8M +$1.82M 1 2.2% Increased
435
PGCM
Prescott Group Capital Management
Oklahoma
$18.7M -$480K 3 5.46% Reduced
436
GPGA
Grandeur Peak Global Advisors
Utah
$18.5M -$1.21M 1 1.01% Reduced
437
Fenimore Asset Management
Fenimore Asset Management
New York
$18.3M +$9.57M 2 0.47% Increased
438
GC
Globeflex Capital
California
$18.3M +$105K 11 3.33% Increased
439
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$18.3M +$89.6K 4 0.55% Increased
440
SAM
Soviero Asset Management
New York
$18.2M +$16.6M 1 1.45% New
441
TBA
Tower Bridge Advisors
Pennsylvania
$18.2M +$673K 2 1.37% Increased
442
Ninety One (UK)
Ninety One (UK)
United Kingdom
$18M +$945K 2 0.05% Increased
443
Congress Asset Management
Congress Asset Management
Massachusetts
$18M +$1.81M 2 0.16% Increased
444
EULAV Asset Management
EULAV Asset Management
Florida
$17.9M +$434K 2 0.48% Increased
445
Första AP-fonden
Första AP-fonden
Sweden
$17.8M -$2.36M 4 0.25% Reduced
446
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$17.8M +$14.1M 8 0.22% Increased
447
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$17.8M -$7.38M 5 0.72% Reduced
448
MC
Muhlenkamp & Co
Pennsylvania
$17.8M -$4.07M 2 6.57% Reduced
449
UIC
Uniplan Investment Counsel
Wisconsin
$17.8M +$27.1K 1 1.14% Increased
450
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.8M -$3.79M 12 0.09% Reduced