← 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	CII CR Intrinsic Investors Stamford, Connecticut	$5.36M	-$4.57M	2	0.23%	Reduced
477	Jennison Associates New York	$5.3M	-$1.95M	4	0.01%	Reduced
478	CI Chartist Inc Seal Beach, California	$5.28M	-$282K	3	2.74%	Reduced
479	TA TBP Advisors Purchase, New York	$5.23M	+$4.53M	1	3.36%	New
480	TCGI Three Corner Global Investors New York	$5.23M	+$4.6M	2	4.28%	New
481	GCP GSA Capital Partners London, United Kingdom	$5.23M	+$2.42M	8	0.41%	Increased
482	Hennessy Advisors Inc Novato, California	$5.21M	-$4.71M	1	0.21%	Reduced
483	ExxonMobil Investment Management Irving, Texas	$5.2M	-$108K	3	0.12%	Reduced
484	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$5.2M	-$7.28M	2	0.5%	Reduced
485	Virtu KCG Holdings New York	$5.15M	-$6.34M	8	0.06%	Reduced
486	KCM Keane Capital Management Charlotte, North Carolina	$5.11M	+$1.98M	2	4.04%	Increased
487	VAM Verity Asset Management Durham, North Carolina	$5.1M	+$4.65M	1	5.58%	New
488	Whitebox Advisors Minneapolis, Minnesota	$4.97M	+$1.81M	2	0.22%	Increased
489	MCP Moab Capital Partners Southampton, New York	$4.92M	-$4.86M	1	2.26%	Reduced
490	GLG Inc New York	$4.91M	+$2.84M	2	0.13%	Increased
491	Hotchkis & Wiley Capital Management Los Angeles, California	$4.88M	+$4.05M	1	0.02%	New
492	Profund Advisors Bethesda, Maryland	$4.79M	+$628K	9	0.21%	Increased
493	Commerce Bank Kansas City, Missouri	$4.77M	+$3.7M	1	0.08%	Increased
494	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$4.74M	+$94.6K	1	0.89%	Increased
495	Wolverine Asset Management Chicago, Illinois	$4.71M	-$924K	6	0.09%	Reduced
496	WBC Westpac Banking Corp Sydney, Australia	$4.68M	+$613K	5	0.05%	Increased
497	OP Osmium Partners Greenbrae, California	$4.66M	-$445K	1	2.64%	Reduced
498	PGGM Investments Zeist, Netherlands	$4.64M	+$4.04M	1	0.03%	New
499	BOK Financial Tulsa, Oklahoma	$4.54M	+$3.3M	4	0.15%	Increased
500	BIM BRC Investment Management Greenwood Village, Colorado	$4.5M	+$3.59M	1	0.73%	Increased