← 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	Korea Investment Corp Seoul, South Korea	$6.35M	-$1.69M	1	0.05%	Reduced
452	SI Shaker Investments Cleveland, Ohio	$6.25M	+$2.25M	2	4.22%	Increased
453	PCI Pacifica Capital Investments Leander, Texas	$6.23M	+$2.5M	1	4%	Increased
454	Scotia Capital Toronto, Ontario, Canada	$6.2M	+$3.7M	5	0.16%	Increased
455	SCA Sippican Capital Advisors Boston, Massachusetts	$6.19M	-$77K	4	6.18%	Reduced
456	LOAMU Lombard Odier Asset Management (USA) New York	$6.1M	-$16.6M	1	0.42%	Reduced
457	TPM T2 Partners Management New York	$6.08M	+$867K	1	10.24%	Increased
458	Weiss Multi-Strategy Advisers New York	$6.06M	+$5.69M	2	0.21%	Increased
459	SAM Scopus Asset Management New York	$6.06M	+$2.85M	2	0.16%	Increased
460	Lazard Asset Management New York	$5.92M	-$4.81M	3	0.01%	Reduced
461	Global X Management Company New York	$5.92M	-$9.73M	2	0.33%	Reduced
462	SAMNY Samsung Asset Management (New York) New York	$5.89M	-$411K	2	1.97%	Reduced
463	TA TBP Advisors Purchase, New York	$5.86M	-$330K	1	3.83%	Reduced
464	Walleye Trading New York	$5.79M	-$1.89M	7	0.05%	Reduced
465	Bridgeway Capital Management Houston, Texas	$5.78M	-$37.5K	6	0.13%	Reduced
466	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$5.77M	+$402K	6	0.5%	Increased
467	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.73M	+$127K	1	0.98%	Increased
468	Nippon Life Global Investors Americas New York	$5.72M	+$1.38M	2	0.52%	Increased
469	AC AFAM Capital Austin, Texas	$5.67M	+$199K	1	0.72%	Increased
470	SAM Sentinel Asset Management Montpelier, Vermont	$5.66M	+$5.36M	1	0.12%	New
471	GCP GSA Capital Partners London, United Kingdom	$5.65M	+$766K	11	0.39%	Increased
472	TIAAOA Teachers Insurance & Annuity Association of America New York	$5.64M	$0	1	0.19%	Maintained
473	PCM Piermont Capital Management St. Louis, Missouri	$5.59M	+$2.8M	2	1.99%	Increased
474	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$5.57M	-$63.3K	1	0.1%	Reduced
475	ExxonMobil Investment Management Irving, Texas	$5.55M	-$221K	3	0.13%	Reduced