← 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
CAM
Crown Advisors Management
California
$10.9M -$1.81M 3 10.32% Reduced
477
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$10.7M +$443K 12 0.49% Increased
478
Burney Company
Burney Company
Virginia
$10.6M +$4.58M 2 0.66% Increased
479
1832 Asset Management
1832 Asset Management
Ontario, Canada
$10.6M -$11.7M 3 0.04% Reduced
480
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.5M +$3.78M 8 0.15% Increased
481
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.5M -$34.7M 15 0.03% Reduced
482
GJCM
Grand Jean Capital Management
California
$10.4M -$252K 1 3.94% Reduced
483
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$10.4M -$281K 1 0.37% Reduced
484
PEAK6 Group
PEAK6 Group
Illinois
$10.3M -$23.1M 12 0.04% Reduced
485
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3M -$1,000K 15 0.16% Reduced
486
CF
CNA Financial
Illinois
$10.3M +$1.25M 4 2.19% Increased
487
NCGI
Next Century Growth Investors
Minnesota
$10.2M +$2.68M 2 1.37% Increased
488
Stifel Financial
Stifel Financial
Missouri
$10.2M +$820K 11 0.03% Increased
489
US Bancorp
US Bancorp
Minnesota
$10.2M +$41.4K 23 0.03% Increased
490
GIM
Greystone Investment Management
Ohio
$10.2M -$21.2K 1 4.74% Reduced
491
FA
Friess Associates
Delaware
$10.1M +$10.7M 1 0.82% New
492
Trexquant Investment
Trexquant Investment
Connecticut
$10.1M +$3.03M 9 0.7% Increased
493
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$10M -$11.4M 2 0.37% Reduced
494
IndexIQ Advisors
IndexIQ Advisors
New York
$9.98M -$191K 5 0.32% Reduced
495
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$9.97M +$10.4M 7 0.26% New
496
CIP
Convergence Investment Partners
Florida
$9.92M +$2.54M 8 1.29% Increased
497
RIM
Rampart Investment Management
Connecticut
$9.91M +$9.99M 3 0.95% Increased
498
Artemis Investment Management
Artemis Investment Management
United Kingdom
$9.76M -$8.01M 1 0.15% Reduced
499
Shelton Capital Management
Shelton Capital Management
Colorado
$9.65M +$2.77M 4 0.63% Increased
500
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$9.62M -$295K 21 0.46% Reduced