← 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
576	Moore Capital Management New York	$4.13M	-$1.12M	4	0.09%	Reduced
577	RAM Ramsey Asset Management Reston, Virginia	$4.05M	$0	1	5.36%	Maintained
578	PCM Piermont Capital Management St. Louis, Missouri	$4.01M	-$1.81M	3	1.22%	Reduced
579	TCGI Three Corner Global Investors New York	$3.98M	+$19.3K	1	2.03%	Increased
580	EULAV Asset Management Sarasota, Florida	$3.93M	$0	1	0.2%	Maintained
581	Caxton Associates (New York) New York	$3.9M	-$6.78M	1	0.16%	Reduced
582	WAM World Asset Management Detroit, Michigan	$3.88M	-$42K	5	0.13%	Reduced
583	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	$3.82M	-$8.59K	1	1.11%	Reduced
584	HBWM Hollow Brook Wealth Management Katonah, New York	$3.82M	+$3.61M	1	1.27%	New
585	PFC Phocas Financial Corp Alameda, California	$3.78M	-$123K	1	0.3%	Reduced
586	BCM Barometer Capital Management Toronto, Ontario, Canada	$3.71M	+$3.46M	2	0.29%	New
587	III Independent Investors Inc Nesconset, New York	$3.7M	+$390K	1	1.68%	Increased
588	CC Cannell & Co New York	$3.69M	$0	1	0.11%	Maintained
589	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.68M	-$19.7K	4	0.16%	Reduced
590	RegentAtlantic Capital Morristown, New Jersey	$3.64M	-$348K	2	0.32%	Reduced
591	TAM Tealwood Asset Management Minneapolis, Minnesota	$3.63M	-$522K	1	1.49%	Reduced
592	Jane Street New York	$3.58M	+$315K	7	0.03%	Increased
593	Crawford Investment Counsel Atlanta, Georgia	$3.54M	-$16.6M	1	0.13%	Reduced
594	First Manhattan New York	$3.49M	-$71.2K	9	0.02%	Reduced
595	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.46M	-$908K	4	0.17%	Reduced
596	Regions Financial Corp Birmingham, Alabama	$3.46M	-$18.2K	3	0.04%	Reduced
597	Suntrust Banks Atlanta, Georgia	$3.45M	-$288K	5	0.02%	Reduced
598	Truist Financial Charlotte, North Carolina	$3.39M	+$191K	2	0.1%	Increased
599	AMI Amica Mutual Insurance Providence, Rhode Island	$3.39M	$0	4	0.28%	Maintained
600	GMCM Gruber & McBaine Capital Management San Francisco, California	$3.38M	$0	1	0.9%	Maintained