← 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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$18.6M -$216K 16 0.47% Reduced
427
QOP
Quinn Opportunity Partners
Virginia
$18.6M +$1.24M 3 1.86% Increased
428
Utah Retirement Systems
Utah Retirement Systems
Utah
$18.3M -$173K 6 0.26% Reduced
429
Prana Capital Management
Prana Capital Management
Connecticut
$18.3M -$12.1M 2 1.54% Reduced
430
Zacks Investment Management
Zacks Investment Management
Illinois
$18.2M +$3.28M 3 0.24% Increased
431
Park National Corp
Park National Corp
Ohio
$18.2M -$1.26M 1 0.81% Reduced
432
Commerce Bank
Commerce Bank
Missouri
$18.2M -$662K 8 0.14% Reduced
433
BCA
Bernzott Capital Advisors
California
$18.1M -$13.2M 1 3.74% Reduced
434
CC
Conversant Capital
New Jersey
$17.9M +$12.6M 2 4.57% New
435
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$17.8M +$382K 5 0.33% Increased
436
LWM
Lyell Wealth Management
California
$17.8M +$811K 4 2.49% Increased
437
AFG
Allegheny Financial Group
Pennsylvania
$17.8M -$206K 1 7.17% Reduced
438
DA
Denali Advisors
California
$17.7M -$959K 13 7.36% Reduced
439
MFWM
Motley Fool Wealth Management
Virginia
$17.6M +$326K 1 1.1% Increased
440
SFI
SPC Financial Inc
Maryland
$17.6M +$16.1M 1 2% Increased
441
TBA
Tower Bridge Advisors
Pennsylvania
$17.6M -$204K 2 1.44% Reduced
442
Chilton Capital Management
Chilton Capital Management
Texas
$17.5M +$189K 2 1.01% Increased
443
Xponance
Xponance
Pennsylvania
$17.5M +$629K 10 0.26% Increased
444
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$17.4M -$7.85M 19 0.08% Reduced
445
WCM
Windward Capital Management
California
$17.4M +$16.4M 1 1.6% Increased
446
Primecap Management
Primecap Management
California
$17.2M -$163K 1 0.02% Reduced
447
Calamos Advisors
Calamos Advisors
Illinois
$17.1M -$3.09M 1 0.08% Reduced
448
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$987K 21 0.09% Reduced
449
Capital International Inc
Capital International Inc
California
$17M -$1.52M 4 0.34% Reduced
450
BCAM
Boston Common Asset Management
Massachusetts
$16.8M -$4.79M 1 0.35% Reduced