← 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
EI
EAM Investors
California
$19.5M +$9.8M 7 3.19% Increased
477
Citizens Financial Group
Citizens Financial Group
Rhode Island
$19.4M +$348K 4 0.65% Increased
478
AFG
Allegheny Financial Group
Pennsylvania
$19.1M -$148K 1 7.62% Reduced
479
HI
Handelsinvest Investeringsforvaltning
Denmark
$19.1M $0 1 1.94% Maintained
480
RGREA
Ranger Global Real Estate Advisors
Colorado
$19M +$17.6M 1 1.67% New
481
MAM
Myriad Asset Management
Hong Kong
$18.7M +$5.35M 3 2.03% Increased
482
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.5M +$1.01M 1 1.15% Increased
483
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$18.3M -$17.8M 4 1.04% Reduced
484
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$18.3M -$1,000K 4 0.1% Reduced
485
Xponance
Xponance
Pennsylvania
$18.2M +$4.3M 9 0.28% Increased
486
Wolverine Trading
Wolverine Trading
Illinois
$18M +$4.25M 10 0.02% Increased
487
SAM
Shell Asset Management
Netherlands
$18M +$608K 12 0.37% Increased
488
Swiss Life Asset Management
Swiss Life Asset Management
$17.8M +$407K 4 0.23% Increased
489
Empowered Funds
Empowered Funds
Pennsylvania
$17.6M +$2.83M 5 1.98% Increased
490
PP
PDT Partners
New York
$17.4M -$1.38M 13 1.33% Reduced
491
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$17.4M +$1.53K 14 0.45% Increased
492
BWM
Bulltick Wealth Management
Florida
$17.3M -$226 1 3.43% Reduced
493
CWA Asset Management Group
CWA Asset Management Group
Florida
$17.3M -$12.9M 3 1.28% Reduced
494
AE Wealth Management
AE Wealth Management
Kansas
$17.3M +$3.87M 9 0.12% Increased
495
Hancock Whitney
Hancock Whitney
Mississippi
$17.2M -$128K 6 0.54% Reduced
496
UBS O'Connor
UBS O'Connor
Illinois
$17.2M -$2.57M 8 0.17% Reduced
497
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.2M +$1.05M 11 0.06% Increased
498
GPGA
Grandeur Peak Global Advisors
Utah
$17.1M -$4.73M 1 0.78% Reduced
499
Advisory Services Network
Advisory Services Network
Georgia
$16.8M +$799K 6 0.48% Increased
500
SL
SIB LLC
New York
$16.8M $0 4 8.72% Maintained