← 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	PEAK6 Investments Chicago, Illinois	$8.56M	-$7.82M	7	0.05%	Reduced
552	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$8.56M	-$67.5K	4	0.49%	Reduced
553	CEI Clark Estates Inc New York	$8.51M	$0	2	1.77%	Maintained
554	D.A. Davidson & Co Great Falls, Montana	$8.48M	-$436K	2	0.1%	Reduced
555	CCP Carmel Capital Partners San Diego, California	$8.47M	$0	2	5.86%	Maintained
556	Hennessy Advisors Inc Novato, California	$8.47M	-$332K	3	0.56%	Reduced
557	SAM Shell Asset Management The Hague, Netherlands	$8.42M	+$436K	10	0.37%	Increased
558	LCM Landscape Capital Management Englewood, New Jersey	$8.4M	-$7.37M	3	1.23%	Reduced
559	Avalon Investment & Advisory Houston, Texas	$8.38M	-$175K	3	0.24%	Reduced
560	MA MYDA Advisors Woodmere, New York	$8.37M	+$3.99M	1	5.15%	Increased
561	WCMNY Westchester Capital Management (New York) Valhalla, New York	$8.35M	$0	1	0.23%	Maintained
562	CS Comerica Securities Detroit, Michigan	$8.3M	+$131K	9	0.59%	Increased
563	TC TwinBeech Capital Purchase, New York	$8.3M	+$7.73M	5	0.16%	New
564	KTA Keeley-Teton Advisors Chicago, Illinois	$8.25M	+$1.22M	4	1.03%	Increased
565	PIM Perpetual Investment Management Sydney, Australia	$8.24M	+$1.24M	1	0.98%	Increased
566	FWC First Washington Corp Seattle, Washington	$8.23M	+$683K	2	4.03%	Increased
567	Cetera Advisor Networks El Segundo, California	$8.21M	+$3.71M	7	0.07%	Increased
568	TIP Torray Investment Partners Bethesda, Maryland	$8.2M	+$7.49M	1	1.48%	New
569	Miller Howard Investments Kingston, New York	$8.15M	-$18.5M	1	0.3%	Reduced
570	RI Redwood Investments Boston, Massachusetts	$8.1M	-$5.75M	2	1.09%	Reduced
571	AAIM American Assets Investment Management San Diego, California	$8.09M	+$15.9K	2	0.94%	Increased
572	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$8.08M	-$405K	1	0.63%	Reduced
573	GCP GSA Capital Partners London, United Kingdom	$8.04M	+$1.99M	14	1%	Increased
574	OCM Osterweis Capital Management San Francisco, California	$8.04M	-$281K	1	0.58%	Reduced
575	AC AWH Capital Dallas, Texas	$8.04M	+$1.28M	3	10%	Increased