← 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
ARM
Adirondack Research & Management
New York
$6.13M +$401K 2 2.39% Increased
552
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$6.02M -$63.3K 1 0.12% Reduced
553
Blackstone Inc
Blackstone Inc
New York
$6.01M +$6.67M 1 0.04% New
554
JCI
Jet Capital Investors
New York
$5.99M +$5.47M 1 0.28% New
555
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.95M +$7.29K 6 0.04% Increased
556
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$5.95M +$614K 10 0.3% Increased
557
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5.92M +$3.02M 2 0.13% Increased
558
LIM
Longfellow Investment Management
Massachusetts
$5.9M +$51.9K 2 1.58% Increased
559
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$5.83M -$322K 3 0.15% Reduced
560
PCM
Piermont Capital Management
Missouri
$5.82M -$1.28M 3 1.93% Reduced
561
LBC
Lowe Brockenbrough & Co
Virginia
$5.81M -$8.63K 1 0.89% Reduced
562
LA
Leonetti & Associates
Illinois
$5.76M +$98K 1 1.53% Increased
563
SCM
SOL Capital Management
Maryland
$5.76M -$924K 1 1.63% Reduced
564
IndexIQ Advisors
IndexIQ Advisors
New York
$5.74M +$1.18M 6 0.25% Increased
565
CWM
Cabot Wealth Management
Massachusetts
$5.73M -$622K 1 1.29% Reduced
566
BW
Biegel & Waller
Maryland
$5.73M $0 1 3.6% Maintained
567
BTNA
Bremer Trust National Association
Minnesota
$5.72M -$52.8K 2 1.59% Reduced
568
ZIM
ZPR Investment Management
Florida
$5.71M +$2.56M 3 8.66% Increased
569
PIC
PCJ Investment Counsel
Ontario, Canada
$5.65M -$287K 2 0.36% Reduced
570
MVM
McClain Value Management
Connecticut
$5.58M -$244K 2 7.85% Reduced
571
Advisor Group
Advisor Group
Arizona
$5.52M -$1.09M 21 0.09% Reduced
572
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$5.52M -$174K 3 0.19% Reduced
573
MA
Menlo Advisors
California
$5.5M -$149K 1 4.18% Reduced
574
IIA
IPG Investment Advisors
California
$5.49M -$217K 1 1.89% Reduced
575
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.47M -$142K 5 0.04% Reduced