← 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
Sprucegrove Investment Management
Sprucegrove Investment Management
Ontario, Canada
$5.36M -$19.9K 1 0.09% Reduced
477
TA
TBP Advisors
New York
$5.32M +$255K 1 3.31% Increased
478
TAM
Tealwood Asset Management
Minnesota
$5.27M +$55.4K 1 2.14% Increased
479
Shell Asset Management
Shell Asset Management
Netherlands
$5.26M -$187K 5 0.09% Reduced
480
Buckingham Capital Management (New York)
Buckingham Capital Management (New York)
New York
$5.24M -$2.82M 1 0.49% Reduced
481
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.16M +$117K 3 0.12% Increased
482
TCGI
Three Corner Global Investors
New York
$5.15M -$27.7K 2 3.24% Reduced
483
CAM
Cypress Asset Management
Texas
$5.15M -$405K 4 0.93% Reduced
484
SI
Shaker Investments
Ohio
$5.12M +$2.37M 2 3.17% Increased
485
SAM
Symphony Asset Management
California
$5.1M +$4.65M 4 0.48% Increased
486
Appaloosa Management
Appaloosa Management
Florida
$5.09M -$20.4M 1 0.06% Reduced
487
HHC
Hutchin Hill Capital
New York
$5.07M +$2.76M 6 0.26% Increased
488
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$5.05M -$15.1M 1 0.06% Reduced
489
CI
Chartist Inc
California
$5.02M -$107K 3 2.68% Reduced
490
Allianz Asset Management
Allianz Asset Management
Germany
$5.01M -$81M 7 0.01% Reduced
491
Moore Capital Management
Moore Capital Management
New York
$4.97M -$22.2M 2 0.1% Reduced
492
CC
Coastland Capital
California
$4.96M +$1.7M 1 0.2% Increased
493
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$4.85M +$3.1M 5 0.16% Increased
494
Globeflex Capital
Globeflex Capital
California
$4.82M +$3.53M 3 0.55% Increased
495
KCM
Keane Capital Management
North Carolina
$4.79M +$162K 2 3.65% Increased
496
Montag & Associates
Montag & Associates
Georgia
$4.74M +$2.68M 3 0.8% Increased
497
Axa
Axa
France
$4.67M +$2.06M 4 0.02% Increased
498
Churchill Management
Churchill Management
California
$4.67M +$4.73M 1 0.18% New
499
Nordea Investment Management
Nordea Investment Management
Sweden
$4.63M +$1.83M 3 0.02% Increased
500
Zevin Asset Management
Zevin Asset Management
Massachusetts
$4.56M +$374K 2 1.44% Increased