← 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
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.03M +$1.31M 2 0.05% Increased
577
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$4M +$172K 2 0.02% Increased
578
SL
SIB LLC
New York
$3.99M $0 3 2.89% Maintained
579
DCM
Dynamic Capital Management
Jersey
$3.97M +$2.33M 2 1.01% Increased
580
PCM
Piermont Capital Management
Missouri
$3.97M +$97K 3 1.2% Increased
581
SAM
Shell Asset Management
Netherlands
$3.92M -$112K 5 0.08% Reduced
582
III
Independent Investors Inc
New York
$3.92M +$512K 1 1.77% Increased
583
CC
Cannell & Co
New York
$3.87M +$323K 2 0.11% Increased
584
TAM
Tealwood Asset Management
Minnesota
$3.86M +$112K 1 1.51% Increased
585
OCAM
Onex Canada Asset Management
Ontario, Canada
$3.83M +$851K 1 0.2% Increased
586
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$3.82M -$306K 2 0.09% Reduced
587
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$3.82M -$2.18M 1 0.34% Reduced
588
SCA
Secor Capital Advisors
New York
$3.78M +$2.29M 4 1.35% Increased
589
JIR
James Investment Research
Ohio
$3.77M +$1.48M 3 0.09% Increased
590
LG
Leuthold Group
Minnesota
$3.7M +$921K 2 0.35% Increased
591
OWIM
Old West Investment Management
California
$3.68M +$1.56M 3 2.56% Increased
592
PAM
Paradigm Asset Management
New York
$3.67M $0 4 0.41% Maintained
593
Suntrust Banks
Suntrust Banks
Georgia
$3.64M +$119K 4 0.02% Increased
594
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$3.6M -$3.58M 5 0.03% Reduced
595
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$3.58M +$36.9K 1 0.08% Increased
596
DM
Diker Management
New York
$3.54M +$3.5M 1 0.62% New
597
GMCM
Gruber & McBaine Capital Management
California
$3.52M $0 1 0.96% Maintained
598
TC
TFS Capital
Pennsylvania
$3.52M -$3.34M 3 0.34% Reduced
599
TH
Timber Hill
Connecticut
$3.51M -$1.57M 5 0.02% Reduced
600
LMR Partners
LMR Partners
United Kingdom
$3.5M +$845K 3 0.43% Increased