← 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
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$11.6M +$1.29M 6 0.11% Increased
602
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$11.6M $0 8 0.36% Maintained
603
NC
Nokomis Capital
Texas
$11.6M -$594K 1 3.31% Reduced
604
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$11.4M +$620K 5 0.26% Increased
605
Avanza Fonder
Avanza Fonder
Sweden
$11.4M +$1.59M 7 0.31% Increased
606
1CM
1492 Capital Management
Wisconsin
$11.4M +$5.67M 3 4.33% Increased
607
SA
swisspartners Advisors
Switzerland
$11.4M +$109K 1 7.13% Increased
608
Rakuten Investment Management
Rakuten Investment Management
Japan
$11.2M -$1.85M 3 0.02% Reduced
609
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$11.2M -$3.17M 4 0.29% Reduced
610
Walleye Trading
Walleye Trading
New York
$11.1M -$8.16M 7 0.02% Reduced
611
Advisory Services Network
Advisory Services Network
Georgia
$11.1M +$1.08M 28 0.15% Increased
612
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$11.1M +$1.66M 7 0.09% Increased
613
Capital Investment Advisors
Capital Investment Advisors
Georgia
$11M +$563K 3 0.16% Increased
614
KHCM
Kettle Hill Capital Management
New York
$10.9M +$5.84M 1 2.74% Increased
615
Beck Mack & Oliver
Beck Mack & Oliver
New York
$10.9M +$561K 1 0.22% Increased
616
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$10.9M -$5.62M 3 0.38% Reduced
617
Great Lakes Advisors
Great Lakes Advisors
Illinois
$10.8M +$147K 9 0.09% Increased
618
PP
Patten & Patten
Tennessee
$10.8M -$603K 1 0.65% Reduced
619
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$10.8M +$7.91M 5 0.12% Increased
620
WCM
Woodson Capital Management
Connecticut
$10.6M +$134K 1 1.67% Increased
621
EULAV Asset Management
EULAV Asset Management
Florida
$10.6M $0 1 0.34% Maintained
622
SIA
SeaBridge Investment Advisors
New Jersey
$10.6M +$7.26M 4 1.79% Increased
623
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$10.5M +$39.8K 27 0.32% Increased
624
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$10.5M -$45.2K 24 0.32% Reduced
625
NGM
North Growth Management
British Columbia, Canada
$10.5M +$7.29M 1 1.6% Increased