← 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
Pacer Advisors
Pacer Advisors
Pennsylvania
$8.38M +$1.3M 7 0.38% Increased
527
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$8.35M $0 5 0.21% Maintained
528
AM
Account Management
Massachusetts
$8.35M -$64.7K 1 7.07% Reduced
529
LSC
Lyon Street Capital
California
$8.35M -$925K 2 2.97% Reduced
530
BIC
Beach Investment Counsel
Pennsylvania
$8.34M +$8.69M 2 0.87% New
531
AC
AFAM Capital
Texas
$8.31M -$68K 1 1.21% Reduced
532
BFIC
Bedell Frazier Investment Counselling
California
$8.18M +$8.61M 1 2.4% New
533
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$8.17M +$6.25M 1 0.2% Increased
534
HWCM
Hudson Way Capital Management
Texas
$8.16M +$4.63M 1 4.75% Increased
535
LSC
Lesa Sroufe & Co
Washington
$8.14M -$21.3K 2 6% Reduced
536
CG
Cutler Group
California
$8.14M +$6M 13 0.65% Increased
537
FM
Fondren Management
Texas
$8.11M +$172K 1 6.21% Increased
538
NFGCM
Norman Fields Gottscho Capital Management
New York
$8.09M +$699K 3 4.34% Increased
539
Caxton Associates (New York)
Caxton Associates (New York)
New York
$8.08M +$2.45M 3 0.41% Increased
540
Churchill Management
Churchill Management
California
$8.06M +$6.04M 2 0.21% Increased
541
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.04M -$891K 7 0.32% Reduced
542
AC
AWH Capital
Texas
$7.97M +$1.21M 1 8.53% Increased
543
GCIA
Gabelli & Co Investment Advisers
New York
$7.83M +$10.9K 1 0.98% Increased
544
SRAM
Stone Ridge Asset Management
New York
$7.83M +$395K 12 0.45% Increased
545
BA
Boston Advisors
Massachusetts
$7.82M -$18.9M 2 0.2% Reduced
546
Commerce Bank
Commerce Bank
Missouri
$7.75M -$544K 4 0.1% Reduced
547
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.64M -$2.44M 3 0.01% Reduced
548
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.62M +$7.91M 5 0.04% New
549
SGCIA
Smith Graham & Co Investment Advisors
Texas
$7.53M +$7.42M 1 0.71% New
550
GF
Goodman Financial
Texas
$7.52M -$2.33K 1 3.38% Reduced