← 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
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.42M -$153K 3 0.12% Reduced
477
Nordea Investment Management
Nordea Investment Management
Sweden
$5.4M +$195K 3 0.02% Increased
478
AM
Account Management
Massachusetts
$5.4M -$3.71M 1 5.23% Reduced
479
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$5.36M +$5.17M 1 0.28% New
480
SA
Springowl Associates
New York
$5.34M +$4.98M 1 46.75% New
481
CI
Chartist Inc
California
$5.34M -$44.4K 3 2.61% Reduced
482
LKIM
Lawson Kroeker Investment Management
Nebraska
$5.33M -$14.7K 1 1.55% Reduced
483
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$5.25M -$434K 1 0.19% Reduced
484
PVH
Psagot Value Holdings
Israel
$5.21M -$738K 6 0.17% Reduced
485
VAM
Verity Asset Management
North Carolina
$5.11M +$1.14M 1 5.56% Increased
486
Churchill Management
Churchill Management
California
$5.11M +$154K 1 0.23% Increased
487
BAM
Berkshire Asset Management
Pennsylvania
$5.03M +$331K 1 0.93% Increased
488
CC
Coastland Capital
California
$4.98M -$419K 1 0.26% Reduced
489
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$4.98M -$4.39M 1 0.37% Reduced
490
OA
OFI Advisors
Pennsylvania
$4.97M +$596K 10 0.36% Increased
491
FG
FSI Group
Ohio
$4.94M -$42.5K 1 1.59% Reduced
492
First Manhattan
First Manhattan
New York
$4.93M +$40.9K 8 0.03% Increased
493
Alyeska Investment Group
Alyeska Investment Group
Illinois
$4.92M +$4.57M 1 0.11% New
494
IMOV
Investment Management of Virginia
Virginia
$4.91M +$911K 1 0.79% Increased
495
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$4.91M -$1.8M 2 0.29% Reduced
496
CAM
Cubic Asset Management
Massachusetts
$4.85M +$496K 2 1.6% Increased
497
AL
Airain Ltd
Guernsey
$4.84M +$4.63M 3 0.4% New
498
PGGM Investments
PGGM Investments
Netherlands
$4.82M +$170K 1 0.02% Increased
499
Profund Advisors
Profund Advisors
Maryland
$4.71M +$539K 12 0.21% Increased
500
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$4.66M +$2.16M 24 0.6% Increased