← 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	FSCM Front Street Capital Management Missoula, Montana	$17.8M	-$3.17M	1	2.36%	Reduced
477	Commerce Bank Kansas City, Missouri	$17.8M	+$802K	11	0.09%	Increased
478	New York Life Investment Management New York	$17.7M	+$2.73M	6	0.15%	Increased
479	BRIM Broad Run Investment Management Arlington, Virginia	$17.6M	-$802K	1	3.1%	Reduced
480	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$17.5M	-$98.7K	2	11.16%	Reduced
481	Aquatic Capital Management Chicago, Illinois	$17.4M	+$7.42M	12	0.5%	Increased
482	Ancora Advisors Cleveland, Ohio	$17.3M	-$2.97M	11	0.37%	Reduced
483	SIC Schwartz Investment Counsel Plymouth, Michigan	$17.2M	-$2.94M	2	0.61%	Reduced
484	Bank Julius Baer & Co Zurich, Switzerland	$17.2M	-$1.88M	4	0.05%	Reduced
485	NS Night Squared New York	$17.2M	+$6.99M	2	2.53%	Increased
486	NEOS Investment Management Westport, Connecticut	$17.2M	+$2.33M	6	0.09%	Increased
487	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$17.1M	+$11.8M	2	3.71%	Increased
488	SCM SG Capital Management Chicago, Illinois	$17.1M	+$8.11M	2	1.14%	Increased
489	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$17.1M	-$955K	6	0.14%	Reduced
490	AG Amiral Gestion Paris, France	$17M	+$1.35M	1	9.45%	Increased
491	PL Parkwood LLC Cleveland, Ohio	$17M	+$10.3M	2	1.51%	Increased
492	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$16.9M	+$1.16M	5	1.63%	Increased
493	AGF Management Toronto, Ontario, Canada	$16.9M	-$181M	5	0.08%	Reduced
494	Banco Santander Madrid, Spain	$16.9M	+$17M	2	0.14%	Increased
495	AI Atom Investors Austin, Texas	$16.8M	+$8.38M	7	1.21%	Increased
496	PensionDanmark Copenhagen O, Denmark	$16.8M	-$729K	5	0.16%	Reduced
497	NRG Nemes Rush Group Novi, Michigan	$16.8M	+$4.57K	6	1.59%	Increased
498	UniSuper Management Melbourne, Victoria, Australia	$16.7M	-$4.47K	6	0.11%	Reduced
499	Gradient Investments Arden Hills, Minnesota	$16.6M	+$2.85M	2	0.26%	Increased
500	BDAM Blue Door Asset Management Stamford, Connecticut	$16.6M	+$7.91M	1	10.44%	Increased