← 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
Manning & Napier Group
Manning & Napier Group
New York
$7.35M -$2.64M 1 0.09% Reduced
477
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$7.33M +$49.9K 14 0.35% Increased
478
TCM
Twin Capital Management
Pennsylvania
$7.32M +$4.69M 1 0.41% Increased
479
IMOV
Investment Management of Virginia
Virginia
$7.27M +$1.69M 2 1.89% Increased
480
William Blair & Company
William Blair & Company
Illinois
$7.24M -$385K 8 0.05% Reduced
481
ARTA
A.R.T. Advisors
New York
$7.21M -$12.4M 5 0.46% Reduced
482
AI
Atom Investors
Texas
$7.15M +$7.7M 8 0.7% New
483
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$7.15M -$5.66M 2 0.16% Reduced
484
US Bancorp
US Bancorp
Minnesota
$7.14M +$218K 23 0.02% Increased
485
R.M. Davis Inc
R.M. Davis Inc
Maine
$7.13M -$8.96M 1 0.29% Reduced
486
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.12M -$23M 8 0.08% Reduced
487
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$7.1M +$550K 1 0.54% Increased
488
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$7.04M -$226K 21 0.38% Reduced
489
EP
Edgestream Partners
New Jersey
$7.02M +$3.55M 4 1.23% Increased
490
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7M -$443K 14 0.14% Reduced
491
Holocene Advisors
Holocene Advisors
New York
$6.99M +$3.01M 4 0.11% Increased
492
CC
Cannell Capital
Wyoming
$6.96M +$9.66M 1 1.94% New
493
GIM
Greystone Investment Management
Ohio
$6.94M -$174K 1 3.55% Reduced
494
NAP
New Amsterdam Partners
New York
$6.93M -$621K 3 2.28% Reduced
495
SRCM
Swift Run Capital Management
Virginia
$6.93M -$346K 1 7.3% Reduced
496
SL
SIB LLC
New York
$6.92M $0 4 5.84% Maintained
497
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.88M -$280K 5 0.06% Reduced
498
GCIA
Gabelli & Co Investment Advisers
New York
$6.88M -$1.82M 2 0.97% Reduced
499
Quadrature Capital
Quadrature Capital
United Kingdom
$6.86M -$3.98M 6 1.25% Reduced
500
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$6.79M +$196K 1 0.14% Increased