← 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 Analysts LLC
Capital Analysts LLC
Pennsylvania
$9.42M -$44.5K 5 0.54% Reduced
577
Cetera Advisor Networks
Cetera Advisor Networks
California
$9.37M -$135K 8 0.07% Reduced
578
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$9.37M +$2.35M 18 1.17% Increased
579
AAIM
American Assets Investment Management
California
$9.36M $0 2 1.08% Maintained
580
One Capital Management
One Capital Management
California
$9.23M +$2.13M 2 0.45% Increased
581
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$9.21M -$735K 5 0.02% Reduced
582
CM
Capital Management
Virginia
$9.15M +$855K 1 2.1% Increased
583
HMCP
Hook Mill Capital Partners
New York
$9.15M +$1.35M 2 6.81% Increased
584
Vinva Investment Management
Vinva Investment Management
Australia
$9.14M +$8.73M 3 0.76% New
585
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$9.13M -$1.34M 1 0.29% Reduced
586
Synovus Financial
Synovus Financial
Georgia
$9.09M -$170K 4 0.1% Reduced
587
GCM
GoodHaven Capital Management
New Jersey
$9.07M -$2.54K 1 5.84% Reduced
588
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$8.98M +$7.43M 1 0.07% Increased
589
CP
Cumberland Partners
Ontario, Canada
$8.96M +$3.33M 2 0.88% Increased
590
SIC
Schwartz Investment Counsel
Michigan
$8.87M +$2.31M 2 0.39% Increased
591
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$8.85M +$18.9K 5 0.09% Increased
592
OKSA
O'Keefe Stevens Advisory
New York
$8.78M +$12.1K 2 4.34% Increased
593
SAM
Stansberry Asset Management
Texas
$8.73M +$1.7M 2 1.69% Increased
594
UA
Unison Advisors
District of Columbia
$8.72M +$31.6K 4 0.97% Increased
595
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.72M +$431K 5 0.09% Increased
596
MCM
Masterton Capital Management
New York
$8.6M +$3.45M 1 8.21% Increased
597
PP
Patten & Patten
Tennessee
$8.52M -$61.1K 2 0.75% Reduced
598
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$8.51M +$3.21M 17 0.23% Increased
599
SAM
Securian Asset Management
Minnesota
$8.46M -$47.3K 7 0.23% Reduced
600
FWC
First Washington Corp
Washington
$8.39M -$1.12M 2 4.15% Reduced