← 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
RWA
River Wealth Advisors
Pennsylvania
$8.37M +$49.2K 3 1.52% Increased
602
FP
Factorial Partners
New York
$8.36M -$128K 5 6.3% Reduced
603
OCM
Osterweis Capital Management
California
$8.34M -$2.57M 1 0.57% Reduced
604
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$8.32M -$886K 6 0.07% Reduced
605
CIBC World Market
CIBC World Market
Ontario, Canada
$8.3M -$4.67M 9 0.03% Reduced
606
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$8.29M -$92.4K 25 0.33% Reduced
607
William Blair & Company
William Blair & Company
Illinois
$8.28M +$488K 7 0.03% Increased
608
Davis Selected Advisers
Davis Selected Advisers
Arizona
$8.16M +$63.2K 1 0.05% Increased
609
PMEF
Point72 Middle East FZE
United Arab Emirates
$8.12M +$5.97M 5 0.28% Increased
610
NI
NFC Investments
Tennessee
$8.12M +$221K 1 3.02% Increased
611
Waverton Investment Management
Waverton Investment Management
United Kingdom
$8.12M -$12.8M 1 0.25% Reduced
612
CAM
ClariVest Asset Management
California
$8.06M +$6.3M 8 0.36% Increased
613
MAP
Moody Aldrich Partners
Massachusetts
$8.05M +$2.77M 4 1.63% Increased
614
BDAM
Blue Door Asset Management
Connecticut
$8.05M -$1.77M 1 4.56% Reduced
615
BA
Bard Associates
Illinois
$8.02M +$48.1K 2 3.31% Increased
616
Aquatic Capital Management
Aquatic Capital Management
Illinois
$8.02M +$574K 7 0.5% Increased
617
Fenimore Asset Management
Fenimore Asset Management
New York
$7.99M -$74.1K 1 0.21% Reduced
618
Fred Alger Management
Fred Alger Management
New York
$7.99M +$4.27M 3 0.04% Increased
619
AMAL
Asset Management Advisors LLC
Oklahoma
$7.99M -$143K 1 7.63% Reduced
620
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$7.97M +$1.25M 6 0.53% Increased
621
KIM
Kestrel Investment Management
California
$7.96M $0 1 4.48% Maintained
622
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$7.95M -$76.4K 2 0.09% Reduced
623
CS
Comerica Securities
Michigan
$7.92M -$1.13M 1 0.57% Reduced
624
Patient Capital Management
Patient Capital Management
Maryland
$7.91M -$384K 2 3.53% Reduced
625
Ancora Advisors
Ancora Advisors
Ohio
$7.85M +$109M 8 0.22% Increased