← 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
GWM
GDS Wealth Management
Texas
$12.5M +$735K 1 0.78% Increased
577
Private Advisor Group
Private Advisor Group
New Jersey
$12.5M -$1.77M 7 0.06% Reduced
578
Erste Asset Management
Erste Asset Management
Austria
$12.4M +$24.4K 1 0.1% Increased
579
GIP
Granite Investment Partners
California
$12.4M -$2.17M 1 0.74% Reduced
580
PGCM
Prescott Group Capital Management
Oklahoma
$12.4M $0 2 1.15% Maintained
581
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$12.4M +$6.07K 1 0.26% Increased
582
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$12.3M +$85.2K 8 0.37% Increased
583
Aquatic Capital Management
Aquatic Capital Management
Illinois
$12.3M -$3.28M 15 0.35% Reduced
584
HP
Havemeyer Place
Connecticut
$12.2M +$14M 5 2.41% New
585
ALPS Advisors
ALPS Advisors
Colorado
$12.2M -$596K 6 0.07% Reduced
586
OCP
Oakcliff Capital Partners
New York
$12.1M $0 1 5.2% Maintained
587
BL
BCWM LLC
Kansas
$12.1M +$2.2M 1 3.63% Increased
588
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$12.1M -$19.1M 11 0.07% Reduced
589
SM
Sciencast Management
New Jersey
$12.1M +$10.5M 3 1.67% Increased
590
CAM
Crown Advisors Management
California
$12.1M +$330K 4 7.95% Increased
591
One Capital Management
One Capital Management
California
$12.1M +$470K 2 0.36% Increased
592
NS
Night Squared
New York
$12M +$6.16M 2 3.39% Increased
593
EIP
Easterly Investment Partners
Massachusetts
$12M -$1.22M 2 0.74% Reduced
594
Capital Investment Advisors
Capital Investment Advisors
Georgia
$12M +$292K 3 0.18% Increased
595
ACP
Aviance Capital Partners
Florida
$12M +$491K 4 1.38% Increased
596
Graham Capital Management
Graham Capital Management
Connecticut
$11.9M +$421K 10 0.29% Increased
597
HCA
Harbor Capital Advisors
Illinois
$11.9M -$2.75M 18 0.92% Reduced
598
SA
swisspartners Advisors
Switzerland
$11.9M +$155K 1 8.62% Increased
599
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$11.9M +$1.25M 6 0.18% Increased
600
N
Numerai
California
$11.8M +$1.01M 6 1.43% Increased