← 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
Avantax Advisory Services
Avantax Advisory Services
Texas
$16.8M -$856K 10 0.11% Reduced
577
TIP
Torray Investment Partners
Maryland
$16.8M $0 1 2.34% Maintained
578
Beck Mack & Oliver
Beck Mack & Oliver
New York
$16.7M +$1.64M 1 0.33% Increased
579
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$16.7M -$947K 3 2.23% Reduced
580
Knightsbridge Asset Management
Knightsbridge Asset Management
California
$16.7M -$368K 2 3.75% Reduced
581
UBS O'Connor
UBS O'Connor
Illinois
$16.7M -$9.8M 4 0.41% Reduced
582
Westpac Banking Corp
Westpac Banking Corp
Australia
$16.7M +$1.07M 6 1.12% Increased
583
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$16.7M -$303K 8 0.56% Reduced
584
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$16.6M +$73.4K 1 0.31% Increased
585
AE Wealth Management
AE Wealth Management
Kansas
$16.5M +$1.36M 7 0.15% Increased
586
Vident Advisory
Vident Advisory
Georgia
$16.4M -$1.26M 11 0.41% Reduced
587
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$16.3M +$713K 8 0.19% Increased
588
SIC
Schwartz Investment Counsel
Michigan
$16.3M $0 2 0.58% Maintained
589
Chilton Investment Company
Chilton Investment Company
Connecticut
$16.3M -$3.46M 2 0.43% Reduced
590
American Assets Investment Management
American Assets Investment Management
California
$16.2M $0 1 1.42% Maintained
591
Empyrean Capital Partners
Empyrean Capital Partners
California
$16.2M +$9.2M 1 0.68% Increased
592
Pier Capital
Pier Capital
Connecticut
$16.1M -$106K 2 2.28% Reduced
593
Venturi Wealth Management
Venturi Wealth Management
Texas
$16.1M -$625K 10 0.84% Reduced
594
Twin Capital Management
Twin Capital Management
Pennsylvania
$16.1M -$1.24M 3 1.81% Reduced
595
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$16M +$9.28K 21 1.01% Increased
596
RA
Riverstone Advisors
Texas
$15.9M -$191K 2 9.25% Reduced
597
Patten & Patten
Patten & Patten
Tennessee
$15.9M -$56.8K 2 1.05% Reduced
598
Park Avenue Securities
Park Avenue Securities
New York
$15.8M -$1.35M 13 0.18% Reduced
599
Rheos Capital Works
Rheos Capital Works
Japan
$15.8M +$6.68M 1 0.83% Increased
600
TC
TownSquare Capital
Utah
$15.8M +$1.98M 10 0.19% Increased