← 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
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9.62M -$430K 4 0.25% Reduced
577
Oppenheimer & Co
Oppenheimer & Co
New York
$9.6M -$1.06M 8 0.19% Reduced
578
BCAM
Boston Common Asset Management
Massachusetts
$9.6M +$986K 1 0.61% Increased
579
Quadrature Capital
Quadrature Capital
United Kingdom
$9.57M +$3.89M 11 0.46% Increased
580
DA
Duality Advisers
Florida
$9.53M -$11.6M 4 0.83% Reduced
581
DHFB
Dixon Hubard Feinour & Brown
Virginia
$9.46M +$8.52M 2 2.24% New
582
JAM
JLP Asset Management
New York
$9.33M -$327K 1 5.95% Reduced
583
Cambiar Investors
Cambiar Investors
Colorado
$9.29M +$2.09M 1 0.32% Increased
584
IPW
Inlet Private Wealth
Florida
$9.21M +$2.32M 3 2.64% Increased
585
AMAL
Asset Management Advisors LLC
Oklahoma
$9.2M -$166K 1 6.96% Reduced
586
Simplex Trading
Simplex Trading
Illinois
$9.16M -$2.79M 19 0.02% Reduced
587
AC
AltraVue Capital
Washington
$9.14M $0 1 2.02% Maintained
588
CS
Comerica Securities
Michigan
$9.1M +$6.2M 1 0.69% Increased
589
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$9.05M -$3.74M 1 0.43% Reduced
590
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.93M -$71.1K 2 1.04% Reduced
591
HCM
Harspring Capital Management
New York
$8.89M -$11.5M 1 1.55% Reduced
592
Gotham Asset Management
Gotham Asset Management
New York
$8.87M -$6.19M 7 0.4% Reduced
593
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$8.86M +$23.3K 7 0.61% Increased
594
APCM
Arbiter Partners Capital Management
New York
$8.81M -$676K 2 0.64% Reduced
595
Davis Selected Advisers
Davis Selected Advisers
Arizona
$8.81M $0 1 0.04% Maintained
596
TCM
Tieton Capital Management
Washington
$8.73M +$2.53M 1 5.03% Increased
597
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$8.67M $0 8 0.34% Maintained
598
UA
Unison Advisors
District of Columbia
$8.65M +$23.7K 2 1.66% Increased
599
Miracle Mile Advisors
Miracle Mile Advisors
California
$8.63M +$205K 3 0.49% Increased
600
BBA
BLB&B Advisors
Pennsylvania
$8.45M -$180K 1 0.66% Reduced