← 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	SL SIB LLC New York, New York	$8.57M	-$867K	4	6.3%	Reduced
527	Oppenheimer Asset Management New York	$8.55M	+$833K	8	0.18%	Increased
528	Caxton Associates (New York) New York	$8.51M	-$1.28M	11	1.17%	Reduced
529	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$8.5M	-$357K	1	0.72%	Reduced
530	PCM Portolan Capital Management Boston, Massachusetts	$8.49M	-$1.46M	1	0.86%	Reduced
531	JIR James Investment Research Alpha, Ohio	$8.47M	-$724K	9	0.59%	Reduced
532	Manning & Napier Group Fairport, New York	$8.45M	-$2.08M	1	0.09%	Reduced
533	CIBC Asset Management Toronto, Ontario, Canada	$8.4M	+$86.9K	7	0.05%	Increased
534	M&T Bank Buffalo, New York	$8.32M	-$438K	7	0.04%	Reduced
535	Pendal Group Sydney, Australia	$8.31M	+$620K	5	0.11%	Increased
536	EULAV Asset Management Sarasota, Florida	$8.26M	-$688K	2	0.29%	Reduced
537	Nissay Asset Management Tokyo, Japan	$8.22M	-$176K	5	0.18%	Reduced
538	SLG Stanley-Laman Group Berwyn, Pennsylvania	$8.2M	-$32.6K	3	1.94%	Reduced
539	DnB Asset Management Oslo, Norway	$8.19M	-$2.49M	3	0.08%	Reduced
540	JAM JLP Asset Management New York	$8.09M	-$483K	1	5.57%	Reduced
541	Banque Pictet & Cie Geneva 73, Switzerland	$8.07M	-$644K	1	0.14%	Reduced
542	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.06M	+$2.51M	1	1.05%	Increased
543	Voleon Capital Management Berkeley, California	$8.04M	+$6.87M	3	0.47%	Increased
544	SCM Stonehill Capital Management New York	$8.01M	+$8.8M	1	2.72%	New
545	MHP Manatuck Hill Partners Westport, Connecticut	$7.87M	-$960K	1	4.1%	Reduced
546	R.M. Davis Inc Portland, Maine	$7.86M	+$111K	2	0.26%	Increased
547	Silvercrest Asset Management New York	$7.8M	-$325K	1	0.06%	Reduced
548	Level Four Advisory Services Dallas, Texas	$7.76M	+$183K	1	0.31%	Increased
549	APCM Arbiter Partners Capital Management New York	$7.69M	$0	2	1.12%	Maintained
550	ACR Alpine Capital Research St. Louis, Missouri	$7.69M	+$331K	2	0.4%	Increased