← 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
MSR
Main Street Research
Connecticut
$12.8M +$11.6M 1 2.41% New
452
CA
Cumberland Advisors
Florida
$12.8M +$5.43M 1 3.61% Increased
453
BB&T Securities
BB&T Securities
Virginia
$12.8M +$406K 6 0.12% Increased
454
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$12.5M -$938K 14 0.48% Reduced
455
GCIA
Gabelli & Co Investment Advisers
New York
$12.5M $0 2 1.41% Maintained
456
BCM
Barometer Capital Management
Ontario, Canada
$12.5M +$6.79M 2 1.34% Increased
457
IP
Interval Partners
New York
$12.5M +$1M 1 0.49% Increased
458
Bridgewater Associates
Bridgewater Associates
Connecticut
$12.4M -$20.3M 5 0.11% Reduced
459
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.3M -$18.5M 7 0.08% Reduced
460
HCMT
Highland Capital Management (Tennessee)
Tennessee
$12.3M +$393K 3 0.91% Increased
461
EP
Elkfork Partners
Oregon
$12.2M -$8.72M 10 0.3% Reduced
462
BPM
Bowling Portfolio Management
Ohio
$12.1M +$8.26M 5 2.03% Increased
463
RBF Capital
RBF Capital
California
$12.1M +$382K 7 1.36% Increased
464
MCIM
Meadow Creek Investment Management
Georgia
$12.1M -$6.99M 13 0.24% Reduced
465
Oberweis Asset Management
Oberweis Asset Management
Illinois
$12M +$374K 2 2.72% Increased
466
TBA
Tower Bridge Advisors
Pennsylvania
$11.9M +$118K 2 1.3% Increased
467
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$11.9M -$382K 10 0.07% Reduced
468
Suntrust Banks
Suntrust Banks
Georgia
$11.8M +$3.71M 8 0.06% Increased
469
AAM
ACK Asset Management
Connecticut
$11.8M -$3.72M 1 3.32% Reduced
470
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$11.7M -$502K 1 0.37% Reduced
471
Wolverine Asset Management
Wolverine Asset Management
Illinois
$11.7M +$3.4M 6 0.15% Increased
472
HighTower Advisors
HighTower Advisors
Illinois
$11.6M +$2.6M 12 0.06% Increased
473
Advisor Group
Advisor Group
Arizona
$11.5M +$3.04M 23 0.08% Increased
474
KTA
Keeley-Teton Advisors
Illinois
$11.5M +$3.8M 3 1.22% Increased
475
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$11.5M -$1.63M 3 0.18% Reduced