← 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
HI
Handelsinvest Investeringsforvaltning
Denmark
$6.64M $0 1 1.46% Maintained
577
Oberweis Asset Management
Oberweis Asset Management
Illinois
$6.59M +$3.08M 2 1.66% Increased
578
PDN
Pensionfund DSM Netherlands
Netherlands
$6.59M +$6.28M 3 1.16% Increased
579
CMI
Cider Mill Investments
Connecticut
$6.54M -$9.24M 1 2.93% Reduced
580
CC
Cipher Capital
New York
$6.52M -$1.14M 4 1.35% Reduced
581
IIA
IPG Investment Advisors
California
$6.5M $0 1 2.27% Maintained
582
IMOV
Investment Management of Virginia
Virginia
$6.49M -$70.8K 2 1.43% Reduced
583
GPGA
Grandeur Peak Global Advisors
Utah
$6.47M -$224K 1 0.66% Reduced
584
EI
EAM Investors
California
$6.45M +$4.68M 2 1.02% Increased
585
Creative Planning
Creative Planning
Kansas
$6.42M -$2.97M 10 0.03% Reduced
586
Moore Capital Management
Moore Capital Management
New York
$6.4M +$3.26M 1 0.16% Increased
587
DM
Delphi Management
Massachusetts
$6.39M -$172K 3 3.94% Reduced
588
GIPM
G2 Investment Partners Management
New York
$6.36M +$3.98M 1 2.1% Increased
589
SC
Sovarnum Capital
New York
$6.32M +$4.61M 4 7.75% Increased
590
Nissay Asset Management
Nissay Asset Management
Japan
$6.27M +$1.49M 6 0.18% Increased
591
AMAL
Asset Management Advisors LLC
Oklahoma
$6.26M -$41.4K 2 5.3% Reduced
592
Simplex Trading
Simplex Trading
Illinois
$6.25M +$745K 14 0.02% Increased
593
Wolverine Trading
Wolverine Trading
Illinois
$6.23M $0 7 0.01% Maintained
594
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$6.21M +$744K 23 0.35% Increased
595
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$6.2M -$2.51M 6 0.19% Reduced
596
SFPIA
Stevens First Principles Investment Advisors
California
$6.15M +$6.57M 2 3.71% New
597
MA
Menlo Advisors
California
$6.13M $0 1 4.51% Maintained
598
TCM
Teza Capital Management
Illinois
$6.01M +$2.99M 3 0.9% Increased
599
LIA
LSP Investment Advisors
New York
$5.98M $0 3 1.44% Maintained
600
Ruffer LLP
Ruffer LLP
United Kingdom
$5.95M -$30.3K 1 0.22% Reduced