← 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	DnB Asset Management Oslo, Norway	$15.6M	-$2.1M	3	0.1%	Reduced
477	SCM Sirios Capital Management Boston, Massachusetts	$15.4M	+$2.02M	1	1.61%	Increased
478	British Columbia Investment Management Victoria, British Columbia, Canada	$15.4M	-$107K	4	0.09%	Reduced
479	Bahl & Gaynor Cincinnati, Ohio	$15.3M	+$72.5K	2	0.09%	Increased
480	CRC Catawba River Capital Lake Wylie, South Carolina	$14.9M	+$498K	2	9.4%	Increased
481	MAM Marketfield Asset Management New York	$14.9M	-$493K	4	11.78%	Reduced
482	Citizens Financial Group Providence, Rhode Island	$14.8M	+$3.02M	3	0.55%	Increased
483	TCM Tributary Capital Management Omaha, Nebraska	$14.6M	-$230K	2	1.13%	Reduced
484	Hudson Bay Capital Management Stamford, Connecticut	$14.6M	+$4.13M	7	0.2%	Increased
485	Maryland State Retirement & Pension System Baltimore, Maryland	$14.5M	+$6.86M	14	0.41%	Increased
486	ACR Alpine Capital Research St. Louis, Missouri	$14.4M	+$1.38M	3	0.81%	Increased
487	EULAV Asset Management Sarasota, Florida	$14.3M	-$716K	2	0.38%	Reduced
488	HI Handelsinvest Investeringsforvaltning Herning, Denmark	$14.2M	+$1.2M	1	1.55%	Increased
489	Swiss Life Asset Management Zurich,	$14.2M	-$2.44M	3	0.2%	Reduced
490	Manning & Napier Group Fairport, New York	$14.2M	+$94.5K	1	0.12%	Increased
491	OAM Optimal Asset Management Los Altos, California	$14.2M	+$18.6K	4	1.77%	Increased
492	SAM Shell Asset Management The Hague, Netherlands	$14.1M	+$806K	11	0.32%	Increased
493	Hancock Whitney Gulfport, Mississippi	$13.9M	-$3.48M	6	0.48%	Reduced
494	BWM Bulltick Wealth Management Miami, Florida	$13.8M	-$302K	1	3.14%	Reduced
495	Frontier Capital Management Boston, Massachusetts	$13.7M	-$417K	1	0.11%	Reduced
496	Erste Asset Management Vienna, Austria	$13.7M	+$810K	1	0.27%	Increased
497	PP Prospector Partners Guilford, Connecticut	$13.6M	+$77.1K	1	1.75%	Increased
498	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$13.6M	$0	3	3.73%	Maintained
499	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$13.4M	+$14.7M	1	0.94%	New
500	SL SIB LLC New York, New York	$13.4M	$0	4	7.4%	Maintained