← 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
FP
Foundry Partners
Minnesota
$6.28M +$5.84M 2 0.52% Increased
477
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$6.27M +$108K 3 0.14% Increased
478
LBC
Lowe Brockenbrough & Co
Virginia
$6.27M +$1.74M 1 0.99% Increased
479
HBK Investments
HBK Investments
Texas
$6.26M +$2.36M 3 0.06% Increased
480
BAM
Berkshire Asset Management
Pennsylvania
$6.26M +$312K 2 1.05% Increased
481
US Bancorp
US Bancorp
Minnesota
$6.25M +$518K 21 0.02% Increased
482
Baird
Baird
Wisconsin
$6.18M +$2.34M 3 0.06% Increased
483
HHC
Hutchin Hill Capital
New York
$6.18M -$5.41M 2 0.17% Reduced
484
DCM
Decatur Capital Management
Georgia
$6.16M +$1.17M 3 0.76% Increased
485
Nordea Investment Management
Nordea Investment Management
Sweden
$6.15M -$1.24M 4 0.02% Reduced
486
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$6.11M -$352K 2 0.56% Reduced
487
CC
Curian Capital
Colorado
$5.99M -$2.06M 1 0.1% Reduced
488
Bessemer Group
Bessemer Group
New Jersey
$5.99M -$50.8M 6 0.03% Reduced
489
CI
Chartist Inc
California
$5.97M -$60.3K 3 2.83% Reduced
490
Commerce Bank
Commerce Bank
Missouri
$5.93M -$1.57M 2 0.09% Reduced
491
PCM
Pyrrho Capital Management
New York
$5.91M +$5.26M 1 5.09% New
492
CL
CSS LLC
Illinois
$5.89M -$628K 2 0.3% Reduced
493
CIBC World Market
CIBC World Market
Ontario, Canada
$5.8M +$2.55M 4 0.02% Increased
494
UBS O'Connor
UBS O'Connor
Illinois
$5.79M +$5.3M 3 0.06% Increased
495
OP
Osmium Partners
California
$5.78M -$19.8K 2 4.78% Reduced
496
Oppenheimer & Co
Oppenheimer & Co
New York
$5.77M +$665K 7 0.16% Increased
497
Stifel Financial
Stifel Financial
Missouri
$5.75M +$1.9M 9 0.03% Increased
498
WAM
Wood Asset Management
Florida
$5.72M +$1.65M 2 5.75% Increased
499
NEI
Northwest & Ethical Investments
Ontario, Canada
$5.71M -$339K 3 0.4% Reduced
500
DVM
Dreman Value Management
Florida
$5.71M +$1.24M 2 0.49% Increased