← 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
501
CCIA
Campbell & Co Investment Adviser
Maryland
$14.4M +$11.2M 9 1.73% Increased
502
SGCIA
Smith Graham & Co Investment Advisors
Texas
$14.4M -$149K 2 1.79% Reduced
503
PR
Payden & Rygel
California
$14.4M +$7.92M 1 0.98% Increased
504
PRIG
Payden & Rygel Investment Group
California
$14.4M +$16M 1 0.98% New
505
MAM
Mark Asset Management
New York
$14.4M -$8.26M 2 2.6% Reduced
506
MFWM
Motley Fool Wealth Management
Virginia
$14.3M -$439K 1 0.83% Reduced
507
LF
Longbow Finance
Switzerland
$14.3M -$12.6M 2 1.71% Reduced
508
BIAS
Beacon Investment Advisory Services
New Jersey
$14.2M +$350K 3 0.7% Increased
509
HCM
Hodges Capital Management
Texas
$14.1M -$10.2M 4 1.67% Reduced
510
Cetera Advisor Networks
Cetera Advisor Networks
California
$14.1M +$869K 11 0.09% Increased
511
Erste Asset Management
Erste Asset Management
Austria
$14M -$3.93M 2 0.24% Reduced
512
AR
Advisory Research
Illinois
$14M -$3.48M 5 1.95% Reduced
513
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$14M +$1.25M 6 0.15% Increased
514
Winton Group
Winton Group
United Kingdom
$14M -$2.55M 20 1.15% Reduced
515
DA
Denali Advisors
California
$13.9M -$2.37M 12 4.87% Reduced
516
Perpetual Ltd
Perpetual Ltd
Australia
$13.8M +$960K 4 0.14% Increased
517
Prudential plc
Prudential plc
United Kingdom
$13.8M +$770K 8 0.15% Increased
518
Oppenheimer & Co
Oppenheimer & Co
New York
$13.8M +$406K 7 0.28% Increased
519
M&G Investment Management
M&G Investment Management
United Kingdom
$13.7M +$99.1K 2 0.06% Increased
520
1SAMC
12th Street Asset Management Company
Tennessee
$13.7M +$1.26M 2 2.8% Increased
521
PS
Portfolio Strategies
New York
$13.7M -$106K 1 2.63% Reduced
522
MPM
Meritage Portfolio Management
Kansas
$13.6M -$22.6K 5 1.01% Reduced
523
MC
Muhlenkamp & Co
Pennsylvania
$13.5M +$6.35M 2 4.67% Increased
524
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$13.5M -$321K 3 0.24% Reduced
525
OQS
Occudo Quantitative Strategies
Florida
$13.3M -$528K 14 1.72% Reduced