← 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	TWI Thomas White International Chicago, Illinois	$2.75M	-$1.41K	2	0.39%	Reduced
602	BCM Basswood Capital Management New York	$2.74M	-$3.37M	1	0.14%	Reduced
603	KFA Kelleher Financial Advisors New York	$2.74M	+$5.71K	1	1.43%	Increased
604	P Pitcairn Conshohocken, Pennsylvania	$2.72M	-$89.5K	4	0.3%	Reduced
605	SH SeaTown Holdings Singapore	$2.69M	+$2.6M	1	0.88%	New
606	TC Talkot Capital Sausalito, California	$2.66M	+$2.58M	1	1.8%	New
607	SCM Stux Capital Management New York	$2.65M	+$2.24M	4	0.35%	Increased
608	GIP Granite Investment Partners El Segundo, California	$2.64M	-$6.92M	3	0.37%	Reduced
609	FA FMA Advisory Harrisburg, Pennsylvania	$2.62M	-$41.9K	3	0.97%	Reduced
610	GCG Giovine Capital Group Santa Monica, California	$2.62M	-$398K	1	1.43%	Reduced
611	EIM Essex Investment Management Boston, Massachusetts	$2.57M	-$506K	3	0.38%	Reduced
612	Regents of the University of California Oakland, California	$2.56M	+$2.43M	1	1.38%	New
613	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.54M	+$41.6K	7	0.84%	Increased
614	VNA VNBTrust National Association Charlottesville, Virginia	$2.52M	-$47.9K	2	1.25%	Reduced
615	Farallon Capital Management San Francisco, California	$2.52M	+$2.59M	1	0.04%	New
616	DP Dearborn Partners Chicago, Illinois	$2.51M	$0	1	0.25%	Maintained
617	Waratah Capital Advisors Toronto, Ontario, Canada	$2.5M	+$339K	2	1.22%	Increased
618	TCGI Three Corner Global Investors New York	$2.49M	-$2.75M	1	1.36%	Reduced
619	ETrade Capital Management Arlington, Virginia	$2.46M	+$35.6K	2	0.16%	Increased
620	DCC Dow Chemical Company Midland, Michigan	$2.45M	$0	1	0.21%	Maintained
621	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$2.44M	-$523K	3	1.12%	Reduced
622	Hennessy Advisors Inc Novato, California	$2.43M	-$1.93M	1	0.08%	Reduced
623	6CM 683 Capital Management New York	$2.42M	+$2.29M	1	0.92%	New
624	PCI Pacifica Capital Investments Leander, Texas	$2.39M	+$421K	1	1.55%	Increased
625	MCP Moab Capital Partners Southampton, New York	$2.37M	-$2.08M	1	1.14%	Reduced