← 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
AssetMark Inc
AssetMark Inc
California
$7.13M +$575K 6 0.09% Increased
477
BAM
Berkshire Asset Management
Pennsylvania
$7.06M -$21.7K 2 0.84% Reduced
478
LOAMU
Lombard Odier Asset Management (USA)
New York
$7.04M -$226K 1 0.66% Reduced
479
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$6.97M +$5.98M 5 0.05% Increased
480
AMAL
Asset Management Advisors LLC
Oklahoma
$6.96M +$167K 2 6.23% Increased
481
AM
Account Management
Massachusetts
$6.96M -$23.3K 1 7.3% Reduced
482
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$6.96M -$973K 11 0.21% Reduced
483
PVH
Psagot Value Holdings
Israel
$6.91M -$809K 5 0.29% Reduced
484
ACM
Aviance Capital Management
Florida
$6.89M +$5.09M 2 0.38% Increased
485
HHC
Hutchin Hill Capital
New York
$6.82M +$683K 7 0.19% Increased
486
PCM
Piermont Capital Management
Missouri
$6.81M +$268K 3 1.62% Increased
487
TCGI
Three Corner Global Investors
New York
$6.8M -$6.1M 1 1.99% Reduced
488
TTWM
TCV Trust & Wealth Management
Virginia
$6.78M +$97.1K 1 1.04% Increased
489
MVM
McClain Value Management
Connecticut
$6.77M +$241K 2 8.69% Increased
490
IIA
IPG Investment Advisors
California
$6.76M -$909K 2 3.05% Reduced
491
Trexquant Investment
Trexquant Investment
Connecticut
$6.68M +$91.7K 10 0.86% Increased
492
TAM
THB Asset Management
Connecticut
$6.68M +$6.12M 2 0.83% New
493
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$6.67M -$4.11M 1 0.01% Reduced
494
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$6.64M +$1.74M 4 0.09% Increased
495
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.61M +$868K 1 0.3% Increased
496
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.57M +$232K 5 0.15% Increased
497
Highbridge Capital Management
Highbridge Capital Management
New York
$6.55M -$30.8M 6 0.1% Reduced
498
DM
Delphi Management
Massachusetts
$6.55M -$143K 3 3.74% Reduced
499
FVCM
F&V Capital Management
Florida
$6.51M +$125K 2 3.79% Increased
500
LPC
Loeb Partners Corp
New York
$6.45M +$417K 3 1.94% Increased