← 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
TTWM
TCV Trust & Wealth Management
Virginia
$7.51M -$181K 1 1.05% Reduced
552
FVCM
F&V Capital Management
Florida
$7.5M -$313K 2 4.3% Reduced
553
BB&T Securities
BB&T Securities
Virginia
$7.43M +$1.76M 3 0.08% Increased
554
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$7.4M +$346K 1 0.51% Increased
555
PIA
Piedmont Investment Advisors
North Carolina
$7.38M +$4.59M 24 0.36% Increased
556
SAM
Shell Asset Management
Netherlands
$7.37M +$35.7K 10 0.15% Increased
557
Jane Street
Jane Street
New York
$7.37M -$23.8M 6 0.02% Reduced
558
PC
Palo Capital
California
$7.29M +$29K 3 2.65% Increased
559
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$7.27M -$1.34M 2 0.18% Reduced
560
BAM
Berkshire Asset Management
Pennsylvania
$7.24M -$49.2K 1 0.68% Reduced
561
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$7.11M -$17.2M 13 0.18% Reduced
562
FTCM
First Trust Capital Management
Illinois
$7.1M -$325K 1 1.02% Reduced
563
JAFL
Jay A. Fishman Ltd
Michigan
$7.1M -$365K 1 1.33% Reduced
564
BIMC
Benson Investment Management Company
Virginia
$7.07M +$97.7K 3 5.56% Increased
565
TSS
Two Sigma Securities
New York
$7.05M +$4.53M 9 0.04% Increased
566
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$7.02M -$945K 6 1.33% Reduced
567
TBC
Three Bays Capital
Massachusetts
$6.99M +$1.16M 1 0.27% Increased
568
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$6.9M $0 21 0.06% Maintained
569
PHAM
Pacific Heights Asset Management
California
$6.88M -$10.5K 1 0.71% Reduced
570
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.87M +$703K 11 0.07% Increased
571
Caption Management
Caption Management
Oklahoma
$6.85M +$7.21M 1 0.53% New
572
LPC
Loeb Partners Corp
New York
$6.83M +$1.11M 3 1.73% Increased
573
HIS
Horizon Investment Services
Indiana
$6.8M -$596K 2 3.38% Reduced
574
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$6.69M +$1.45M 2 0.24% Increased
575
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.67M +$434K 3 0.13% Increased