← 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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$13.4M +$1.22M 7 0.07% Increased
427
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$13.3M +$726K 21 0.08% Increased
428
Erste Asset Management
Erste Asset Management
Austria
$13.2M +$241K 1 0.29% Increased
429
Capital Investment Advisors
Capital Investment Advisors
Georgia
$13.1M +$2.57M 1 0.45% Increased
430
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$13.1M $0 1 0.67% Maintained
431
MFWM
Motley Fool Wealth Management
Virginia
$13.1M -$432K 1 0.86% Reduced
432
KBC Group
KBC Group
Belgium
$13M +$781K 16 0.07% Increased
433
Masters Capital Management
Masters Capital Management
Georgia
$13M -$15M 1 0.92% Reduced
434
CIBC World Market
CIBC World Market
Ontario, Canada
$12.9M +$258K 10 0.05% Increased
435
AFG
Allegheny Financial Group
Pennsylvania
$12.9M -$4.26K 1 6.05% Reduced
436
NGM
North Growth Management
British Columbia, Canada
$12.9M $0 1 3.21% Maintained
437
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$12.8M $0 3 0.89% Maintained
438
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$12.7M +$14.7M 1 0.18% New
439
TBA
Tower Bridge Advisors
Pennsylvania
$12.7M -$286K 2 1.13% Reduced
440
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$12.6M +$105K 16 0.37% Increased
441
CAM
Crown Advisors Management
California
$12.5M -$789K 4 12.45% Reduced
442
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.5M -$7.57K 5 0.24% Reduced
443
DnB Asset Management
DnB Asset Management
Norway
$12.5M +$449K 4 0.1% Increased
444
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.4M +$3.68K 1 0.92% Increased
445
Graham Capital Management
Graham Capital Management
Connecticut
$12.4M +$6.96M 6 0.49% Increased
446
Verition Fund Management
Verition Fund Management
Connecticut
$12.4M +$6.3M 14 0.14% Increased
447
R.M. Davis Inc
R.M. Davis Inc
Maine
$12.2M -$3.06M 2 0.35% Reduced
448
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$12.1M -$2.4M 2 1.13% Reduced
449
Advisors Capital Management
Advisors Capital Management
New Jersey
$12M +$7.07M 3 0.32% Increased
450
DA
Denali Advisors
California
$11.9M +$2.63M 10 5.64% Increased