← 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
476
AFG
Allegheny Financial Group
Pennsylvania
$20.1M -$133K 1 2.13% Reduced
477
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$20.1M -$5.33M 5 0.06% Reduced
478
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$20M +$3.36M 5 0.18% Increased
479
ECM
Elgethun Capital Management
South Dakota
$20M +$5.02M 5 2.79% Increased
480
EIA
Edgemoor Investment Advisors
Maryland
$20M -$617K 2 1.36% Reduced
481
Utah Retirement Systems
Utah Retirement Systems
Utah
$20M -$1.74M 7 0.19% Reduced
482
AQR Arbitrage
AQR Arbitrage
Connecticut
$20M -$59.3M 1 0.28% Reduced
483
VM
Venator Management
Pennsylvania
$19.9M +$152K 1 4.47% Increased
484
Yacktman Asset Management
Yacktman Asset Management
Texas
$19.8M +$1.1M 1 0.24% Increased
485
Banco Santander
Banco Santander
Spain
$19.7M -$79.1K 2 0.12% Reduced
486
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$19.7M +$3.39M 12 0.09% Increased
487
Caxton Associates (UK)
Caxton Associates (UK)
$19.6M -$5.19M 13 0.37% Reduced
488
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$19.6M $0 2 0.28% Maintained
489
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$19.5M +$139K 6 0.13% Increased
490
ICA
Infrastructure Capital Advisors
New York
$19.5M +$9M 4 1.14% Increased
491
Mediolanum International Funds
Mediolanum International Funds
Ireland
$19.4M +$97.9K 3 0.17% Increased
492
SCS Capital Management
SCS Capital Management
Massachusetts
$19.3M +$2.55K 1 0.18% Increased
493
LHC
Lodge Hill Capital
New York
$19.1M -$505K 1 3.2% Reduced
494
Sanctuary Advisors
Sanctuary Advisors
Indiana
$19.1M -$4.38M 10 0.09% Reduced
495
6CM
683 Capital Management
New York
$19.1M +$5.39M 2 0.94% Increased
496
Commerce Bank
Commerce Bank
Missouri
$18.8M -$1.51M 10 0.08% Reduced
497
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$18.8M -$1.32M 4 0.05% Reduced
498
PensionDanmark
PensionDanmark
Denmark
$18.8M -$239K 4 0.16% Reduced
499
SNB
Security National Bank
Nebraska
$18.8M +$838K 4 2.24% Increased
500
CCIA
Campbell & Co Investment Adviser
Maryland
$18.8M +$16.1M 7 0.98% Increased