← 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
SA
Springowl Associates
New York
$6.1M +$1.23M 1 32.67% Increased
452
TPM
T2 Partners Management
New York
$6.06M -$1.24M 1 11.65% Reduced
453
RAM
RWC Asset Management
United Kingdom
$5.91M -$3.84M 3 0.58% Reduced
454
SCM
Silver Capital Management
New York
$5.9M -$1.76M 1 5.94% Reduced
455
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$5.88M +$87.1K 10 0.28% Increased
456
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$5.87M -$364K 4 0.7% Reduced
457
CL
CSS LLC
Illinois
$5.86M -$602K 2 0.28% Reduced
458
RBF Capital
RBF Capital
California
$5.86M $0 3 1.34% Maintained
459
Soros Fund Management
Soros Fund Management
New York
$5.82M +$5.85M 1 0.04% New
460
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$5.82M +$1.52M 2 0.31% Increased
461
TVM
Tiger Veda Management
New York
$5.77M +$6.34M 1 2.21% New
462
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$5.72M +$2.15M 12 0.35% Increased
463
PIM
Partner Investment Management
California
$5.69M +$3.22M 1 2.08% Increased
464
WSA
Wall Street Associates
California
$5.67M -$368K 1 0.59% Reduced
465
Perpetual Ltd
Perpetual Ltd
Australia
$5.65M -$547K 1 0.61% Reduced
466
SCM
SOL Capital Management
Maryland
$5.64M -$35.2K 1 2.34% Reduced
467
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$5.63M +$159K 4 0.12% Increased
468
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$5.59M +$632K 1 0.22% Increased
469
SCA
Sippican Capital Advisors
Massachusetts
$5.59M +$5.8M 4 5.68% New
470
TAM
Tealwood Asset Management
Minnesota
$5.53M +$7.98K 1 2.16% Increased
471
FPA
Fieldpoint Private Advisors
New York
$5.48M -$46K 2 3.55% Reduced
472
MPAM
Monarch Partners Asset Management
Massachusetts
$5.46M -$1.07M 1 1.44% Reduced
473
SIC
Schwartz Investment Counsel
Michigan
$5.44M +$471K 1 0.39% Increased
474
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$5.42M -$113K 1 0.12% Reduced
475
DBT
Dubuque Bank & Trust
Iowa
$5.34M -$68.2K 2 0.88% Reduced