← 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
601	NFGCM Norman Fields Gottscho Capital Management New York	$1.57M	-$38.3K	1	1.18%	Reduced
602	ECA Endeavour Capital Advisors Greenwich, Connecticut	$1.55M	+$21.1K	1	0.2%	Increased
603	OWIM Old West Investment Management Los Angeles, California	$1.55M	+$21.6K	2	0.74%	Increased
604	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.52M	+$21.2K	2	0.01%	Increased
605	Regions Financial Corp Birmingham, Alabama	$1.51M	-$215K	3	0.02%	Reduced
606	NCM Novare Capital Management Charlotte, North Carolina	$1.51M	+$688K	1	0.47%	Increased
607	O'Shaughnessy Asset Management Stamford, Connecticut	$1.49M	-$1.99M	3	0.04%	Reduced
608	Quantbot Technologies New York	$1.48M	-$125K	9	0.92%	Reduced
609	Virginia Retirement Systems Richmond, Virginia	$1.48M	-$190K	2	0.03%	Reduced
610	DnB Asset Management Oslo, Norway	$1.46M	-$277K	2	0.04%	Reduced
611	CCM Condor Capital Management Martinsville, New Jersey	$1.46M	-$6.14K	1	0.5%	Reduced
612	EC EMS Capital New York	$1.46M	+$1.49M	1	0.26%	New
613	RC Roundview Capital Princeton, New Jersey	$1.45M	+$311K	1	0.76%	Increased
614	MIG Mariner Investment Group Harrison, New York	$1.45M	-$123K	1	0.37%	Reduced
615	WCM Washington Capital Management Seattle, Washington	$1.43M	-$260K	1	0.38%	Reduced
616	6CM 683 Capital Management New York	$1.43M	+$1.46M	1	0.36%	New
617	GLG Inc New York	$1.43M	-$699K	1	0.03%	Reduced
618	Kentucky Retirement Systems Frankfort, Kentucky	$1.43M	+$1.43M	3	0.11%	New
619	TCM Texan Capital Management Houston, Texas	$1.41M	+$1.62K	1	0.68%	Increased
620	CC Curian Capital Denver, Colorado	$1.39M	+$382K	2	0.02%	Increased
621	WIL Winifred I. Li	$1.39M	+$413K	3	1.28%	Increased
622	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.39M	+$37.2K	1	0.01%	Increased
623	SCM Stonebridge Capital Management Los Angeles, California	$1.37M	+$1.4M	2	0.62%	New
624	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.37M	+$150K	3	0.08%	Increased
625	Shelton Capital Management Denver, Colorado	$1.37M	+$372K	3	0.23%	Increased