← 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
626	BCA Burren Capital Advisors Gibraltar	$2.36M	+$2.42M	1	3.71%	New
627	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$2.35M	+$1.08M	2	0.02%	Increased
628	CAM CMT Asset Management Chicago, Illinois	$2.35M	+$2.42M	1	0.13%	New
629	GMIM General Motors Investment Management New York	$2.3M	+$431K	3	0.19%	Increased
630	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.29M	+$179K	1	1.03%	Increased
631	Advent Capital Management New York	$2.28M	+$1.21M	1	0.03%	Increased
632	MP Manifold Partners San Francisco, California	$2.27M	+$7.55K	1	1.32%	Increased
633	MIM Montgomery Investment Management Rockville, Maryland	$2.27M	$0	1	1.73%	Maintained
634	PBT Pictet Bank & Trust Nassau, Bahamas	$2.25M	+$65.6K	1	0.88%	Increased
635	Jefferies Group New York	$2.21M	-$3.5M	6	0.02%	Reduced
636	Tudor Investment Corp Stamford, Connecticut	$2.21M	-$401K	7	0.08%	Reduced
637	BHA Beech Hill Advisors New York	$2.2M	-$333K	3	0.97%	Reduced
638	CAM Cypress Asset Management Houston, Texas	$2.15M	-$3.19M	4	0.37%	Reduced
639	RJA Robshaw & Julian Associates Williamsville, New York	$2.11M	-$34.9K	1	1.62%	Reduced
640	GI Gavea Investimentos Rj, Brazil	$2.1M	+$1.99M	1	0.47%	New
641	CC Cipher Capital New York	$2.09M	+$273K	4	0.68%	Increased
642	Truist Financial Charlotte, North Carolina	$2.09M	+$1.47M	3	0.06%	Increased
643	RAM Redmond Asset Management Henrico, Virginia	$2.06M	+$128K	1	1.01%	Increased
644	TCM Texan Capital Management Houston, Texas	$2.06M	-$106K	1	0.89%	Reduced
645	ESBC E.S. Barr & Co Lexington, Kentucky	$2.05M	-$146K	1	0.25%	Reduced
646	Davidson Kempner Capital Management New York	$2.05M	+$2.1M	1	0.06%	New
647	PCM Parsons Capital Management Providence, Rhode Island	$2.05M	-$100K	2	0.28%	Reduced
648	NG NatWest Group Edinburgh, Scotland, United Kingdom	$2.02M	-$27.8K	6	0.09%	Reduced
649	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.01M	+$421K	2	0.72%	Increased
650	Sumitomo Life Insurance Tokyo, Japan	$2.01M	+$9.76K	1	0.19%	Increased