← 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
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$4.78M +$530K 5 0.05% Increased
527
LBC
Lowe Brockenbrough & Co
Virginia
$4.77M -$288K 1 0.8% Reduced
528
ICM
IronBridge Capital Management
Illinois
$4.75M -$1.52M 1 0.21% Reduced
529
GF
Goodman Financial
Texas
$4.7M +$105K 1 2.63% Increased
530
SEC
Seven Eight Capital
New York
$4.68M +$3.82M 5 0.94% Increased
531
BOK Financial
BOK Financial
Oklahoma
$4.66M +$68.3K 4 0.15% Increased
532
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$4.62M -$2.31M 8 0.01% Reduced
533
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$4.61M +$319K 5 0.53% Increased
534
Commerce Bank
Commerce Bank
Missouri
$4.59M -$79.6K 2 0.07% Reduced
535
Barings
Barings
North Carolina
$4.58M +$1.3M 5 0.11% Increased
536
CAM
Cortina Asset Management
Wisconsin
$4.57M +$49.9K 1 0.19% Increased
537
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$4.57M -$758K 3 0.03% Reduced
538
Creative Planning
Creative Planning
Kansas
$4.55M -$594K 18 0.03% Reduced
539
HCMT
Highland Capital Management (Tennessee)
Tennessee
$4.52M -$1.7M 2 0.38% Reduced
540
FRM
Foundation Resource Management
Arkansas
$4.5M -$52.6K 1 0.76% Reduced
541
Engineers Gate Manager
Engineers Gate Manager
New York
$4.49M -$5.09M 6 0.48% Reduced
542
MAM
Meeder Asset Management
Ohio
$4.47M -$677K 5 0.43% Reduced
543
NFGCM
Norman Fields Gottscho Capital Management
New York
$4.46M +$2.71M 3 3.02% Increased
544
EMG
Ellington Management Group
Connecticut
$4.41M +$1.6M 6 0.67% Increased
545
BIM
Bogle Investment Management
Massachusetts
$4.41M +$3.33M 2 0.3% Increased
546
CL
CSS LLC
Illinois
$4.37M $0 2 0.24% Maintained
547
TC
TFS Capital
Pennsylvania
$4.37M +$1.4M 6 1.17% Increased
548
SCA
Sippican Capital Advisors
Massachusetts
$4.36M -$430K 2 4.57% Reduced
549
LA
Leonetti & Associates
Illinois
$4.35M -$1.99M 1 1.28% Reduced
550
Profund Advisors
Profund Advisors
Maryland
$4.35M +$793K 9 0.2% Increased