← 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
Baird Financial Group
Baird Financial Group
Wisconsin
$9.13M -$942K 2 0.06% Reduced
477
Chilton Capital Management
Chilton Capital Management
Texas
$9.12M +$554K 1 0.75% Increased
478
UBS O'Connor
UBS O'Connor
Illinois
$9.12M -$3.44M 5 0.21% Reduced
479
GIM
Greystone Investment Management
Ohio
$9.03M -$1.26K 1 3.9% Reduced
480
William Blair & Company
William Blair & Company
Illinois
$8.98M -$1.62M 9 0.05% Reduced
481
Pacer Advisors
Pacer Advisors
Pennsylvania
$8.91M +$1.87M 7 0.34% Increased
482
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$8.86M +$7.68M 7 0.22% Increased
483
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$8.76M -$53.4K 1 0.25% Reduced
484
Cohen & Steers
Cohen & Steers
New York
$8.76M -$48.2M 1 0.03% Reduced
485
HL Financial Services
HL Financial Services
Kentucky
$8.71M -$157K 4 0.13% Reduced
486
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.7M -$2.17M 13 0.12% Reduced
487
Central Securities
Central Securities
New York
$8.68M $0 1 1.31% Maintained
488
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$8.67M -$34.6M 2 0.06% Reduced
489
Hancock Whitney
Hancock Whitney
Mississippi
$8.67M +$6.75M 4 0.25% Increased
490
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$8.65M -$6.17M 6 0.18% Reduced
491
Goodnow Investment Group
Goodnow Investment Group
Connecticut
$8.48M +$34.9K 1 1.24% Increased
492
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$8.47M +$809K 12 0.46% Increased
493
BFIC
Bedell Frazier Investment Counselling
California
$8.44M +$28.3K 1 2.34% Increased
494
AM
Account Management
Massachusetts
$8.41M -$184K 1 6.47% Reduced
495
Goelzer Investment Management
Goelzer Investment Management
Indiana
$8.38M -$47.2K 2 0.94% Reduced
496
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$8.38M +$3.42M 3 0.42% Increased
497
AC
AWH Capital
Texas
$8.37M +$150K 1 8.55% Increased
498
FM
Fondren Management
Texas
$8.33M +$208K 1 7.48% Increased
499
NAP
New Amsterdam Partners
New York
$8.32M -$1.27M 3 2.14% Reduced
500
RI
Redwood Investments
Massachusetts
$8.28M -$9.06M 1 0.65% Reduced