← 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
451
SAMNY
Samsung Asset Management (New York)
New York
$6.26M +$244K 2 1.95% Increased
452
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.25M -$301K 4 0.13% Reduced
453
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.2M -$19.2K 8 0.09% Reduced
454
BCM
BBT Capital Management
Texas
$6.19M +$5.88M 2 0.38% New
455
AP
Alydar Partners
Massachusetts
$6.13M -$1.79M 1 0.52% Reduced
456
KBC Group
KBC Group
Belgium
$6.07M +$63.4K 8 0.07% Increased
457
TH
Timber Hill
Connecticut
$6.02M -$2.44M 7 0.03% Reduced
458
TA
TBP Advisors
New York
$6.01M -$24K 1 3.53% Reduced
459
SAM
Shell Asset Management
Netherlands
$5.92M +$355K 5 0.09% Increased
460
CIBC World Market
CIBC World Market
Ontario, Canada
$5.85M -$818K 4 0.02% Reduced
461
SCM
Sandler Capital Management
New York
$5.82M -$23.5M 1 0.24% Reduced
462
BAM
Burnham Asset Management
New York
$5.79M -$996K 4 1.27% Reduced
463
Wilmington Trust
Wilmington Trust
Delaware
$5.79M +$66.9K 4 0.1% Increased
464
TAM
Tealwood Asset Management
Minnesota
$5.77M -$107K 1 2.34% Reduced
465
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$5.77M +$12.2K 10 0.43% Increased
466
SIM
Sprucegrove Investment Management
Ontario, Canada
$5.74M -$87.1K 1 0.1% Reduced
467
US Bancorp
US Bancorp
Minnesota
$5.73M -$418K 20 0.02% Reduced
468
SIC
Schwartz Investment Counsel
Michigan
$5.71M $0 1 0.4% Maintained
469
Quantbot Technologies
Quantbot Technologies
New York
$5.67M +$2.54M 8 0.9% Increased
470
DBT
Dubuque Bank & Trust
Iowa
$5.67M +$1.52M 2 0.89% Increased
471
Advisors Asset Management
Advisors Asset Management
Colorado
$5.66M +$959K 10 0.08% Increased
472
Suntrust Banks
Suntrust Banks
Georgia
$5.63M -$107M 6 0.04% Reduced
473
SAM
Symphony Asset Management
California
$5.63M +$279K 3 0.59% Increased
474
NCM
Newland Capital Management
New York
$5.56M +$1.74M 1 4.62% Increased
475
M2MC
Matthew 25 Management Corp
Pennsylvania
$5.53M +$5.14M 1 0.63% New