← 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
ACM
Ashford Capital Management
Delaware
$20M -$67.5K 1 1.8% Reduced
427
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.9M +$704K 3 0.1% Increased
428
UIC
Uniplan Investment Counsel
Wisconsin
$19.8M -$861K 1 1.16% Reduced
429
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$19.7M +$131K 3 0.46% Increased
430
Great Lakes Advisors
Great Lakes Advisors
Illinois
$19.5M -$20.9M 7 0.29% Reduced
431
Braun Stacey Associates
Braun Stacey Associates
New York
$19.4M -$258K 1 0.76% Reduced
432
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$19.4M +$1.79M 13 0.09% Increased
433
Hancock Whitney
Hancock Whitney
Mississippi
$19.4M +$113K 8 0.62% Increased
434
DnB Asset Management
DnB Asset Management
Norway
$19.2M +$7.61M 3 0.13% Increased
435
TBA
Tower Bridge Advisors
Pennsylvania
$19.1M +$985K 2 1.27% Increased
436
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$19M -$3.15M 9 0.09% Reduced
437
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$19M -$3.25M 19 0.08% Reduced
438
Fenimore Asset Management
Fenimore Asset Management
New York
$18.9M +$15.8K 2 0.46% Increased
439
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$18.8M -$286K 4 0.55% Reduced
440
Swiss Life Asset Management
Swiss Life Asset Management
$18.7M -$5.19M 3 0.19% Reduced
441
AP
Archon Partners
New Jersey
$18.7M $0 1 2.34% Maintained
442
SC
Sasco Capital
Connecticut
$18.7M -$4.67M 1 2.2% Reduced
443
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$18.3M +$18.8M 1 0.62% New
444
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$18.3M -$360K 1 0.08% Reduced
445
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$18M +$613K 2 0.46% Increased
446
Vontobel Holding
Vontobel Holding
Switzerland
$17.9M +$1.84M 8 0.15% Increased
447
Advisors Asset Management
Advisors Asset Management
Colorado
$17.9M +$2.53M 7 0.25% Increased
448
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$17.9M -$2.18M 7 0.73% Reduced
449
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$17.9M +$10.4M 3 2% Increased
450
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$17.8M -$42.4K 4 0.23% Reduced