← 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	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$25.8M	-$287K	2	2.68%	Reduced
477	Congress Wealth Management Boston, Massachusetts	$25.6M	+$8.32M	6	0.34%	Increased
478	PFM Patton Fund Management Dallas, Texas	$25.6M	+$367K	4	5.3%	Increased
479	MRCM Mill Road Capital Management Greenwich, Connecticut	$25.4M	+$2.13M	3	12.09%	Increased
480	R.M. Davis Inc Portland, Maine	$25.4M	-$1.52M	2	0.49%	Reduced
481	Ethic Inc New York	$25.3M	-$789K	13	0.64%	Reduced
482	Livforsakringsbolaget Skandia Stockholm, Sweden	$25.1M	+$4.59M	8	1.35%	Increased
483	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$25M	+$364K	5	0.75%	Increased
484	MC Muhlenkamp & Co Wexford, Pennsylvania	$24.9M	-$7.53K	2	7.64%	Reduced
485	FSCM First Sabrepoint Capital Management Dallas, Texas	$24.9M	-$11.7M	5	7.23%	Reduced
486	Varma Mutual Pension Insurance Co Helsinki, Finland	$24.8M	-$6.14M	2	0.2%	Reduced
487	SAM Southeastern Asset Management Memphis, Tennessee	$24.8M	-$1.11M	1	1.17%	Reduced
488	ACM Ashford Capital Management Wilmington, Delaware	$24.7M	-$170K	1	3.08%	Reduced
489	MFS Mirabella Financial Services London, United Kingdom	$24.5M	-$12.1M	1	1.36%	Reduced
490	Nissay Asset Management Tokyo, Japan	$24.5M	-$50.3K	5	0.16%	Reduced
491	Stephens Inc Little Rock, Arkansas	$24.4M	+$3.86M	7	0.35%	Increased
492	PHAM Pacific Heights Asset Management San Francisco, California	$24.4M	$0	1	1.81%	Maintained
493	AC AWH Capital Dallas, Texas	$24.2M	-$767K	3	21.59%	Reduced
494	Vontobel Holding Zurich, Switzerland	$24.1M	+$9.76M	8	0.08%	Increased
495	Brevan Howard Capital Management St. Helier, Jersey	$23.9M	+$12.8M	12	0.17%	Increased
496	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$23.7M	-$223K	3	0.99%	Reduced
497	Peregrine Capital Management Minneapolis, Minnesota	$23.7M	+$2.63M	4	0.72%	Increased
498	PineBridge Investments New York	$23.6M	-$24.5M	8	0.18%	Reduced
499	VM Venator Management Pittsburgh, Pennsylvania	$23.5M	-$436K	1	6.81%	Reduced
500	A AlphaQuest New York	$23.5M	+$4.97M	21	2.09%	Increased