← 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
551	DMK David M. Knott	$3.48M	-$6.02M	1	0.71%	Reduced
552	Perkins Investment Management Chicago, Illinois	$3.4M	-$7.25M	2	0.02%	Reduced
553	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.4M	-$1.14M	1	0.25%	Reduced
554	BHTS Bar Harbor Trust Services Ellsworth, Maine	$3.38M	+$3.71K	2	1.51%	Increased
555	DCM Daruma Capital Management New York	$3.37M	+$469K	1	0.14%	Increased
556	CIBC Asset Management Toronto, Ontario, Canada	$3.35M	-$42.1K	5	0.02%	Reduced
557	Evercore Wealth Management New York	$3.31M	-$4.96M	5	0.18%	Reduced
558	Nomura Asset Management Tokyo, Japan	$3.31M	-$119K	5	0.06%	Reduced
559	Placemark Investments Chicago, Illinois	$3.3M	+$740K	6	0.05%	Increased
560	SAMNY Samsung Asset Management (New York) New York	$3.3M	+$2.4M	1	1.09%	Increased
561	TC TFS Capital West Chester, Pennsylvania	$3.29M	-$309K	5	0.16%	Reduced
562	BL BCWM LLC Overland Park, Kansas	$3.23M	+$1.71M	1	1.83%	Increased
563	GCIA Gabelli & Co Investment Advisers Rye, New York	$3.21M	-$286K	1	1.16%	Reduced
564	HBK Investments Dallas, Texas	$3.21M	-$5.76M	3	0.06%	Reduced
565	Advisors Capital Management Ridgewood, New Jersey	$3.21M	+$342K	1	0.54%	Increased
566	T Tahithromos New York	$3.14M	-$6.86M	1	0.7%	Reduced
567	RAM Ramsey Asset Management Reston, Virginia	$3.13M	-$784K	1	4.45%	Reduced
568	FAAM First Allied Asset Management San Diego, California	$3.13M	-$2.95K	1	0.45%	Reduced
569	TCM Tributary Capital Management Omaha, Nebraska	$3.11M	-$16.8K	1	0.62%	Reduced
570	DCC Dow Chemical Company Midland, Michigan	$3.1M	+$2.78M	1	0.26%	New
571	IAM Integre Asset Management New York	$3.1M	+$21.8K	4	0.7%	Increased
572	SI Shaker Investments Cleveland, Ohio	$3.1M	+$2.72M	2	2%	New
573	Tudor Investment Corp Stamford, Connecticut	$3.1M	+$867K	6	0.15%	Increased
574	PAM Paradigm Asset Management New York	$3.09M	+$2.15M	3	0.47%	Increased
575	Daiwa Capital Markets America New York	$3.03M	+$2.64M	5	0.03%	New