← 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	EIA Edgemoor Investment Advisors Bethesda, Maryland	$19.7M	+$93.6K	2	1.55%	Increased
452	Lansforsakringar Fondforvaltning Stockholm, Sweden	$19.6M	+$175K	4	0.1%	Increased
453	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$19.6M	-$94.7K	1	2.64%	Reduced
454	HM Payson & Co Portland, Maine	$19.5M	-$772K	3	0.28%	Reduced
455	HCM Hodges Capital Management Dallas, Texas	$19.3M	+$387K	4	1.6%	Increased
456	FM Foster & Motley Cincinnati, Ohio	$19.3M	-$1.38M	5	0.99%	Reduced
457	SCM Sone Capital Management New York	$19.2M	-$9.37M	2	1.61%	Reduced
458	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$19.2M	+$347K	6	1.09%	Increased
459	Utah Retirement Systems Salt Lake City, Utah	$19.2M	-$859K	7	0.2%	Reduced
460	VM Venator Management Pittsburgh, Pennsylvania	$19.1M	-$233K	1	4.58%	Reduced
461	C Consulta London, United Kingdom	$19M	$0	1	0.94%	Maintained
462	Boothbay Fund Management New York	$18.9M	+$4.56M	17	0.25%	Increased
463	M&T Bank Buffalo, New York	$18.9M	-$439K	16	0.06%	Reduced
464	AR Advisory Research Chicago, Illinois	$18.9M	+$4.05M	1	2.32%	Increased
465	MML Investors Services Springfield, Massachusetts	$18.8M	-$4.03M	8	0.05%	Reduced
466	William Blair & Company Chicago, Illinois	$18.8M	+$1.9M	13	0.05%	Increased
467	Hawk Ridge Capital Management Los Angeles, California	$18.7M	+$334K	1	0.68%	Increased
468	TA Townsend & Associates Westminster, Colorado	$18.5M	+$340K	2	1.6%	Increased
469	Moore Capital Management New York	$18.4M	-$10.8M	1	0.37%	Reduced
470	CM Conifer Management New York	$18.3M	$0	1	3.5%	Maintained
471	PC Pier Capital Stamford, Connecticut	$18.3M	-$6.05M	3	3.01%	Reduced
472	TPCM Two Point Capital Management Pittsford, New York	$18M	-$385K	1	7.86%	Reduced
473	OCM Osterweis Capital Management San Francisco, California	$18M	+$698K	1	0.93%	Increased
474	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$17.9M	-$5.33M	6	0.56%	Reduced
475	Livforsakringsbolaget Skandia Stockholm, Sweden	$17.8M	-$4.65M	5	0.69%	Reduced