← 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
NFAM
North Fourth Asset Management
New Jersey
$5.91M +$6.22M 1 1.87% New
527
IIA
IPG Investment Advisors
California
$5.87M -$25 1 2.24% Reduced
528
TM
Thiel Macro
California
$5.87M +$6.32M 1 0.9% New
529
SLG
Stanley-Laman Group
Pennsylvania
$5.85M +$5.19M 3 1.62% Increased
530
BPM
Bowling Portfolio Management
Ohio
$5.84M -$232K 4 1.03% Reduced
531
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$5.83M -$602K 7 0.28% Reduced
532
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$5.82M -$375K 4 0.09% Reduced
533
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$5.79M -$2.84M 5 0.11% Reduced
534
Commerce Bank
Commerce Bank
Missouri
$5.75M -$598K 6 0.07% Reduced
535
Advisor Group
Advisor Group
Arizona
$5.67M -$35.8K 25 0.06% Reduced
536
Prana Capital Management
Prana Capital Management
Connecticut
$5.65M +$6.07M 1 1.22% New
537
APCM
Arbiter Partners Capital Management
New York
$5.64M +$1.14M 2 0.63% Increased
538
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$5.64M +$5.53M 1 0.08% Increased
539
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.61M -$10.4M 1 0.26% Reduced
540
CAM
Crown Advisors Management
California
$5.59M -$2.64M 3 5.8% Reduced
541
GIP
Granite Investment Partners
California
$5.58M +$8.4M 1 0.41% New
542
BB&T Securities
BB&T Securities
Virginia
$5.57M -$449K 5 0.06% Reduced
543
Curi RMB Capital
Curi RMB Capital
Illinois
$5.52M -$5.65M 4 0.14% Reduced
544
Norinchukin Bank
Norinchukin Bank
Japan
$5.5M +$1.69M 3 0.08% Increased
545
RIM
Redpoint Investment Management
Australia
$5.44M $0 5 0.32% Maintained
546
LCM
Landscape Capital Management
New Jersey
$5.41M -$1.78M 4 0.44% Reduced
547
CF
CNA Financial
Illinois
$5.3M -$1.04M 2 1.14% Reduced
548
VHAM
Van Hulzen Asset Management
California
$5.26M +$5.13M 1 1.52% Increased
549
SBCM
Schwerin Boyle Capital Management
Massachusetts
$5.2M $0 1 0.65% Maintained
550
GAM
Goldentree Asset Management
New York
$5.18M +$5.02M 1 0.82% New