← 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	PLC Pillsbury Lake Capital San Francisco, California	$15.1M	+$14.5M	1	5.27%	New
527	Ossiam Paris, France	$15.1M	+$4.66M	5	0.3%	Increased
528	ACP Arcus Capital Partners Atlanta, Georgia	$14.9M	-$1.5M	1	5.36%	Reduced
529	Benjamin Edwards Inc Clayton, Missouri	$14.9M	+$1.55M	5	0.17%	Increased
530	Element Capital Management New York	$14.9M	+$16.5M	2	7.14%	New
531	Winton Group London, United Kingdom	$14.9M	-$2.13M	4	0.51%	Reduced
532	Palisade Capital Management Fort Lee, New Jersey	$14.9M	-$1.81M	2	0.44%	Reduced
533	OMERS Administration Corp Toronto, Ontario, Canada	$14.9M	+$1.67M	6	0.11%	Increased
534	Boothbay Fund Management New York	$14.8M	-$6.61M	14	0.22%	Reduced
535	Capital Analysts LLC Fort Washington, Pennsylvania	$14.7M	+$474K	6	0.41%	Increased
536	KCM Khrom Capital Management Miami Beach, Florida	$14.7M	-$6.19M	1	1.53%	Reduced
537	Gradient Investments Arden Hills, Minnesota	$14.7M	+$13.2M	1	0.23%	Increased
538	DF DNCA Finance Paris, France	$14.6M	-$595K	1	0.84%	Reduced
539	R.M. Davis Inc Portland, Maine	$14.5M	-$1.73M	1	0.25%	Reduced
540	EPW Evolve Private Wealth Los Angeles, California	$14.5M	+$15M	8	0.86%	New
541	CP Cumberland Partners Toronto, Ontario, Canada	$14.5M	+$15.2M	1	0.89%	New
542	JIM JCP Investment Management Houston, Texas	$14.4M	+$14.2M	1	11.42%	Increased
543	Rakuten Investment Management Tokyo, Japan	$14.4M	-$57.3M	5	0.05%	Reduced
544	JHA Jackson Hill Advisors Houston, Texas	$14.4M	-$7.05M	1	6.66%	Reduced
545	AR Advisory Research Chicago, Illinois	$14.3M	+$1.55M	1	1.79%	Increased
546	Fifth Third Bancorp Cincinnati, Ohio	$14.2M	-$712K	22	0.05%	Reduced
547	LCM Lakewood Capital Management New York	$14.2M	$0	1	0.94%	Maintained
548	Vestcor Inc Fredericton, New Brunswick, Canada	$14.2M	-$1.28M	15	0.4%	Reduced
549	Factory Mutual Insurance Waltham, Massachusetts	$14.1M	-$332K	1	0.14%	Reduced
550	Montag & Associates Atlanta, Georgia	$14.1M	+$964K	9	0.64%	Increased