← 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
GIP
Granite Investment Partners
California
$3.35M +$530K 2 0.3% Increased
577
Martingale Asset Management
Martingale Asset Management
Massachusetts
$3.35M +$2.04M 1 0.07% Increased
578
Highbridge Capital Management
Highbridge Capital Management
New York
$3.34M -$982K 3 0.06% Reduced
579
TAM
Tealwood Asset Management
Minnesota
$3.33M +$22.6K 1 1.5% Increased
580
TCM
Tributary Capital Management
Nebraska
$3.32M -$209K 2 0.52% Reduced
581
AMI
Amica Mutual Insurance
Rhode Island
$3.32M $0 5 0.31% Maintained
582
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$3.3M $0 1 0.31% Maintained
583
ATIA
American Trust Investment Advisors
New Hampshire
$3.3M +$860K 1 3.4% Increased
584
GL
GLG LLC
New York
$3.29M +$797K 4 0.21% Increased
585
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$3.25M +$342K 3 0.27% Increased
586
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$3.24M $0 1 2.5% Maintained
587
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$3.24M +$598K 1 0.15% Increased
588
DCM
Decatur Capital Management
Georgia
$3.23M $0 1 0.42% Maintained
589
NIS
National Investment Services
Wisconsin
$3.21M -$72.7K 1 3.71% Reduced
590
CIP
Convergence Investment Partners
Florida
$3.21M -$1.65M 2 0.38% Reduced
591
TWI
Thomas White International
Illinois
$3.2M -$16.6K 3 0.45% Reduced
592
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.16M -$79.7K 4 0.15% Reduced
593
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$3.16M $0 4 0.15% Maintained
594
QS Investors
QS Investors
New York
$3.15M -$6.24M 18 0.03% Reduced
595
DA
Denali Advisors
California
$3.12M +$2.32K 3 0.68% Increased
596
ORI
Oak Ridge Investments
Illinois
$3.12M +$136K 1 0.08% Increased
597
ARM
Adirondack Research & Management
New York
$3.1M +$1.93M 2 1.13% Increased
598
RI
Redwood Investments
Massachusetts
$3.1M -$16.5M 1 0.31% Reduced
599
MLIC
Mandatum Life Insurance Company
Finland
$3.08M $0 1 0.42% Maintained
600
MCP
Moab Capital Partners
New York
$3.06M +$1.95M 1 1.07% Increased