← 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	Stifel Financial St. Louis, Missouri	$4.07M	-$8.24M	7	0.04%	Reduced
527	Janus Henderson Group London,	$4.04M	$0	5	0.04%	Maintained
528	GCA Gideon Capital Advisors New York	$3.99M	+$1.89M	2	1.45%	Increased
529	DMK David M. Knott	$3.95M	-$585K	1	0.71%	Reduced
530	SL SIB LLC New York, New York	$3.93M	$0	3	2.84%	Maintained
531	BCM Bourgeon Capital Management Darien, Connecticut	$3.9M	-$170K	2	2.13%	Reduced
532	GCP GSA Capital Partners London, United Kingdom	$3.89M	+$625K	7	0.18%	Increased
533	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.88M	$0	4	0.14%	Maintained
534	AC Amici Capital New York	$3.85M	+$3.53M	2	0.12%	New
535	SAM Securian Asset Management St Paul, Minnesota	$3.82M	-$27.2K	7	0.13%	Reduced
536	Synovus Financial Columbus, Georgia	$3.82M	-$235K	4	0.11%	Reduced
537	ID Integral Derivatives New York	$3.82M	+$154K	3	0.07%	Increased
538	Regions Financial Corp Birmingham, Alabama	$3.81M	-$54.7K	4	0.05%	Reduced
539	O'Shaughnessy Asset Management Stamford, Connecticut	$3.81M	+$1.14M	2	0.07%	Increased
540	JAFL Jay A. Fishman Ltd Troy, Michigan	$3.78M	-$239K	1	0.81%	Reduced
541	ECM Exchange Capital Management Ann Arbor, Michigan	$3.75M	+$23.5K	1	1.66%	Increased
542	FVCM F&V Capital Management Boca Raton, Florida	$3.75M	-$20.1K	2	2.78%	Reduced
543	HT HAP Trading New York	$3.75M	+$725K	2	0.14%	Increased
544	KAM Knightsbridge Asset Management Newport Beach, California	$3.74M	$0	1	0.99%	Maintained
545	OAM Oxford Asset Management Oxford, United Kingdom	$3.72M	-$12.1M	2	0.12%	Reduced
546	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.72M	-$395K	4	0.11%	Reduced
547	Wolverine Asset Management Chicago, Illinois	$3.72M	+$1.15M	5	0.08%	Increased
548	Ancora Advisors Cleveland, Ohio	$3.71M	-$2.02M	1	0.48%	Reduced
549	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.71M	+$640K	2	1.39%	Increased
550	BCM Bluefin Capital Management New York	$3.7M	+$1.99M	4	0.16%	Increased