← 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
HHMI
Howard Hughes Medical Institute
Maryland
$9.61M -$552K 4 1.75% Reduced
452
Amalgamated Bank
Amalgamated Bank
New York
$9.57M +$1.71M 12 0.31% Increased
453
CIA
CCM Investment Advisers
South Carolina
$9.44M +$113K 1 1.85% Increased
454
AC
AFAM Capital
Texas
$9.34M +$75.4K 1 1.2% Increased
455
CS
Central Securities
New York
$9.23M $0 1 1.65% Maintained
456
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$9.23M -$102K 2 0.31% Reduced
457
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.09M +$2.33M 14 0.15% Increased
458
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$9.08M +$97.5K 13 0.45% Increased
459
Bridgewater Associates
Bridgewater Associates
Connecticut
$9.04M -$1.17M 3 0.08% Reduced
460
GIM
Greystone Investment Management
Ohio
$9.03M +$206K 1 4.39% Increased
461
CIC
Cornercap Investment Counsel
Georgia
$9.01M +$693K 5 1.51% Increased
462
LSC
Lesa Sroufe & Co
Washington
$9M -$73.7K 2 8.35% Reduced
463
Moore Capital Management
Moore Capital Management
New York
$8.83M +$4.44M 2 0.27% Increased
464
US Bancorp
US Bancorp
Minnesota
$8.68M -$879K 22 0.03% Reduced
465
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.63M +$5.59M 4 0.05% Increased
466
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.61M +$315K 21 0.42% Increased
467
Great Lakes Advisors
Great Lakes Advisors
Illinois
$8.59M +$8.16M 3 0.21% New
468
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.57M +$1.64M 6 0.21% Increased
469
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$8.51M +$76.4K 2 0.4% Increased
470
Rafferty Asset Management
Rafferty Asset Management
New York
$8.49M +$1.63M 5 0.24% Increased
471
PP
Paloma Partners
Connecticut
$8.46M +$1.79M 11 0.1% Increased
472
Ninety One (UK)
Ninety One (UK)
United Kingdom
$8.43M -$4.67M 2 0.04% Reduced
473
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$8.43M +$7.76M 1 0.21% New
474
IA
Icon Advisers
Colorado
$8.4M -$784K 5 0.58% Reduced
475
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$8.35M -$708K 10 0.19% Reduced