← 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	SP Solel Partners Boston, Massachusetts	$20.6M	+$19.7M	1	3.59%	New
452	CC Cannell Capital Alta, Wyoming	$20.6M	-$1.44M	1	6.17%	Reduced
453	Panagora Asset Management Boston, Massachusetts	$20.3M	-$73.8M	7	0.09%	Reduced
454	HP Holowesko Partners Nassau, Bahamas	$20.3M	$0	2	6.76%	Maintained
455	M&T Bank Buffalo, New York	$20.3M	-$1.46M	14	0.07%	Reduced
456	HM Payson & Co Portland, Maine	$20.3M	-$4.05M	3	0.32%	Reduced
457	USS Investment Management London, United Kingdom	$20.3M	-$478K	5	0.12%	Reduced
458	C Consulta London, United Kingdom	$20.3M	+$20.5M	1	1.29%	New
459	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$20.1M	+$14.1M	3	2.36%	Increased
460	GIM Generate Investment Management Auckland, New Zealand	$20M	+$19.1M	1	1.11%	New
461	Ethic Inc New York	$20M	+$2.2M	10	0.36%	Increased
462	Vontobel Holding Zurich, Switzerland	$20M	+$229K	8	0.06%	Increased
463	DFO Duquesne Family Office New York	$19.9M	+$19.3M	2	0.49%	New
464	Carson Wealth (CWM LLC) Omaha, Nebraska	$19.8M	+$8.67M	30	0.07%	Increased
465	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$19.8M	+$135K	5	0.53%	Increased
466	Todd Asset Management Louisville, Kentucky	$19.7M	-$409K	2	0.42%	Reduced
467	Ancora Advisors Cleveland, Ohio	$19.7M	-$66.5M	10	0.41%	Reduced
468	SCP Steamboat Capital Partners Rye, New York	$19.6M	-$333K	3	5.57%	Reduced
469	Candriam SCA Strassen, Luxembourg, Luxembourg	$19.5M	+$7.36M	4	0.11%	Increased
470	Sumitomo Mitsui Financial Group Tokyo, Japan	$19.1M	+$2.21M	1	0.31%	Increased
471	Centiva Capital New York	$18.7M	+$7.87M	16	0.31%	Increased
472	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$18.7M	+$1.04M	6	0.17%	Increased
473	Ariel Investments Chicago, Illinois	$18.6M	+$865K	1	0.21%	Increased
474	Tidal Investments Milwaukee, Wisconsin	$18.6M	+$672K	12	0.11%	Increased
475	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$18.5M	+$15.6M	4	0.4%	Increased