← 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	WC Wexford Capital West Palm Beach, Florida	$3.7M	+$3.14M	2	0.28%	Increased
552	MFAM Motley Fool Asset Management Alexandria, Virginia	$3.68M	$0	1	0.79%	Maintained
553	WI WHV Investments San Francisco, California	$3.67M	-$606K	1	0.05%	Reduced
554	BL BCWM LLC Overland Park, Kansas	$3.66M	+$6.61K	1	1.87%	Increased
555	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$3.64M	$0	2	0.64%	Maintained
556	Daiwa Securities Group Tokyo, Japan	$3.63M	+$761K	5	0.03%	Increased
557	Cullen/Frost Bankers San Antonio, Texas	$3.6M	+$296K	3	0.15%	Increased
558	BA Boston Advisors Boston, Massachusetts	$3.56M	+$1.61M	1	0.15%	Increased
559	GIM Gyrus Investment Management Toronto, Ontario, Canada	$3.56M	-$16K	1	0.64%	Reduced
560	Anchor Capital Advisors Boston, Massachusetts	$3.53M	+$2.09M	2	0.07%	Increased
561	OMERS Administration Corp Toronto, Ontario, Canada	$3.51M	-$1.49M	4	0.11%	Reduced
562	RAM Ramsey Asset Management Reston, Virginia	$3.51M	$0	1	4.4%	Maintained
563	RNS Robert N. Shapiro	$3.5M	-$88.2K	4	0.67%	Reduced
564	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.47M	-$374K	1	0.61%	Reduced
565	GCIA Gabelli & Co Investment Advisers Rye, New York	$3.38M	$0	1	0.73%	Maintained
566	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.37M	-$266K	4	0.14%	Reduced
567	IAM Integre Asset Management New York	$3.36M	$0	4	0.72%	Maintained
568	III Independent Investors Inc Nesconset, New York	$3.35M	$0	1	1.52%	Maintained
569	SCM Signia Capital Management Spokane, Washington	$3.35M	-$365K	1	1.5%	Reduced
570	FAAM First Allied Asset Management San Diego, California	$3.32M	+$220K	1	0.49%	Increased
571	PWAM Park West Asset Management San Francisco, California	$3.29M	+$329K	1	0.43%	Increased
572	SLF Sun Life Financial Toronto, Ontario, Canada	$3.28M	-$343K	1	0.34%	Reduced
573	AMI Amica Mutual Insurance Providence, Rhode Island	$3.26M	+$1.03M	4	0.26%	Increased
574	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.26M	+$3.1M	3	0.03%	Increased
575	Montag & Associates Atlanta, Georgia	$3.25M	-$1.7M	2	0.53%	Reduced