← 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
SIM
Seaview Investment Managers
Florida
$7.24M +$6.4K 1 2.89% Increased
602
RWA
River Wealth Advisors
Pennsylvania
$7.18M +$124K 3 1.38% Increased
603
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$7.18M +$3.49M 1 0.07% Increased
604
Allstate Corporation
Allstate Corporation
Illinois
$7.13M +$425K 5 0.22% Increased
605
Allstate Investment Management
Allstate Investment Management
Illinois
$7.13M +$6.96M 5 0.22% New
606
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$7.12M +$6.4M 2 0.01% Increased
607
APCM
Arbiter Partners Capital Management
New York
$7.11M $0 1 6.14% Maintained
608
MPAM
Monarch Partners Asset Management
Massachusetts
$7.1M +$4.72M 3 2.1% Increased
609
AMAL
Asset Management Advisors LLC
Oklahoma
$7M -$90K 1 6.91% Reduced
610
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.96M +$695K 22 0.03% Increased
611
BDAM
Blue Door Asset Management
Connecticut
$6.93M +$1.18M 1 6.23% Increased
612
Eagle Asset Management
Eagle Asset Management
Florida
$6.92M +$157K 3 0.04% Increased
613
EAMA
EFG Asset Management (Americas)
Florida
$6.91M -$323K 1 1.71% Reduced
614
CM
Capital Management
Virginia
$6.87M -$727K 1 1.69% Reduced
615
DIA
Dean Investment Associates
Ohio
$6.83M +$133K 2 1.16% Increased
616
Ancora Advisors
Ancora Advisors
Ohio
$6.83M +$1.96M 9 0.2% Increased
617
KeyBank National Association
KeyBank National Association
Ohio
$6.78M -$2.65M 5 0.03% Reduced
618
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.75M +$389K 5 0.07% Increased
619
CBT
Central Bank & Trust
Kentucky
$6.75M -$15.8K 3 1.27% Reduced
620
GCIA
Gabelli & Co Investment Advisers
New York
$6.74M -$217K 1 1.44% Reduced
621
PP
Patten & Patten
Tennessee
$6.72M +$562K 2 0.61% Increased
622
NI
NFC Investments
Tennessee
$6.67M -$2.75M 1 2.06% Reduced
623
Patient Capital Management
Patient Capital Management
Maryland
$6.66M $0 2 3.23% Maintained
624
GP
Girard Partners
Pennsylvania
$6.64M -$225K 1 0.75% Reduced
625
CFM
Coronation Fund Managers
South Africa
$6.58M +$5.44M 2 0.18% Increased