← 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
526
Mizuho Markets Americas
Mizuho Markets Americas
New York
$17M +$5.52M 1 0.27% Increased
527
LCWP
Legacy Capital Wealth Partners
Arkansas
$16.8M -$1.12M 2 3.22% Reduced
528
DFCM
Dark Forest Capital Management
Puerto Rico
$16.7M +$4.08M 7 1.08% Increased
529
DIS
Diversified Investment Strategies
Louisiana
$16.7M -$282K 2 10.78% Reduced
530
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$16.6M -$5.03M 5 0.83% Reduced
531
DLP
De Lisle Partners
United Kingdom
$16.5M -$9.81M 2 1.8% Reduced
532
Silvercrest Asset Management
Silvercrest Asset Management
New York
$16.5M -$13.2M 3 0.11% Reduced
533
Jain Global
Jain Global
New York
$16.4M +$10.9M 6 0.06% Increased
534
SCP
Steamboat Capital Partners
New York
$16.4M -$2.57M 3 3.51% Reduced
535
UA
Unison Advisors
District of Columbia
$16.4M -$1.34M 7 1.14% Reduced
536
Allstate Corporation
Allstate Corporation
Illinois
$16.1M -$810K 15 0.16% Reduced
537
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$16.1M +$814K 3 0.11% Increased
538
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$16M +$1.21M 13 0.07% Increased
539
EPW
Evolve Private Wealth
California
$16M -$73.1K 8 0.98% Reduced
540
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$16M -$1.54M 11 0.04% Reduced
541
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$16M +$1.9M 12 0.08% Increased
542
OP Asset Management
OP Asset Management
$15.9M +$469K 8 0.17% Increased
543
Inspire Investing
Inspire Investing
Idaho
$15.9M +$3.27M 14 0.65% Increased
544
Martingale Asset Management
Martingale Asset Management
Massachusetts
$15.8M -$29.1K 8 0.38% Reduced
545
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$15.8M +$235K 6 0.29% Increased
546
JVBC
J.V. Bruni & Co
Colorado
$15.8M -$36.3M 1 1.45% Reduced
547
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$15.7M -$13.8M 4 0.1% Reduced
548
BBA
BLB&B Advisors
Pennsylvania
$15.7M +$95.1K 2 0.58% Increased
549
BC
Bayhunt Capital
California
$15.6M +$11.9M 5 20.29% Increased
550
Lazard Asset Management
Lazard Asset Management
New York
$15.6M -$775K 9 0.02% Reduced