← 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
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$7.05M +$3.03M 1 1.02% Increased
452
DIA
Davidson Investment Advisors
Montana
$6.96M -$3.35M 1 1.16% Reduced
453
RBF Capital
RBF Capital
California
$6.94M $0 3 1.3% Maintained
454
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.93M +$15.4K 11 0.35% Increased
455
Engineers Gate Manager
Engineers Gate Manager
New York
$6.92M -$568K 4 0.47% Reduced
456
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.91M -$2.15M 9 0.22% Reduced
457
Emerald Advisers
Emerald Advisers
Pennsylvania
$6.88M +$1.38M 1 0.32% Increased
458
AC
Alexandria Capital
Virginia
$6.74M -$1.1M 3 1.69% Reduced
459
Spot Trading
Spot Trading
Illinois
$6.72M -$1.16M 7 0.07% Reduced
460
Stifel Financial
Stifel Financial
Missouri
$6.72M -$264K 8 0.03% Reduced
461
AC
AFAM Capital
Texas
$6.67M -$183K 1 1.03% Reduced
462
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$6.54M +$214K 4 0.17% Increased
463
MIM
Montgomery Investment Management
Maryland
$6.49M $0 1 3.67% Maintained
464
SCA
Sippican Capital Advisors
Massachusetts
$6.49M -$106K 4 8.19% Reduced
465
CAM
CG Asset Management
New York
$6.46M +$82.7K 1 2.57% Increased
466
CIM
Contravisory Investment Management
Massachusetts
$6.38M -$1.25M 2 1.7% Reduced
467
SCM
SOL Capital Management
Maryland
$6.37M -$125K 1 2.26% Reduced
468
SIG
Schaller Investment Group
North Carolina
$6.36M $0 1 3.58% Maintained
469
PCI
Pacifica Capital Investments
Texas
$6.3M +$124K 1 3.54% Increased
470
FPA
Fieldpoint Private Advisors
New York
$6.27M +$8.92K 2 4.43% Increased
471
LOAMU
Lombard Odier Asset Management (USA)
New York
$6.25M -$2.87M 1 0.61% Reduced
472
SI
Shaker Investments
Ohio
$6.19M +$1.36M 3 5.11% Increased
473
Commerce Bank
Commerce Bank
Missouri
$6.1M -$457K 2 0.1% Reduced
474
FVCM
F&V Capital Management
Florida
$6.1M -$63.4K 2 4.45% Reduced
475
WI
WBI Investments
New Jersey
$6.07M +$5.93M 2 0.17% New