← 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
Mariner
Mariner
Kansas
$3.36M +$1.64M 1 0.15% Increased
627
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.33M +$127K 4 0.16% Increased
628
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$3.32M -$2.76K 5 0.03% Reduced
629
Lazard Asset Management
Lazard Asset Management
New York
$3.32M -$1.04M 2 0.01% Reduced
630
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$3.3M $0 5 0.32% Maintained
631
BL
BCWM LLC
Kansas
$3.3M +$505K 2 1.62% Increased
632
Landscape Capital Management
Landscape Capital Management
New Jersey
$3.29M +$650K 4 0.45% Increased
633
TCM
Timpani Capital Management
Wisconsin
$3.27M +$3.29M 2 1.32% New
634
VNA
VNBTrust National Association
Virginia
$3.26M +$2.26M 1 1.86% Increased
635
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$3.26M +$1.37M 20 0.07% Increased
636
SRSA
S.R. Schill & Associates
Washington
$3.25M +$1.15M 2 2.31% Increased
637
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$3.22M $0 1 0.07% Maintained
638
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$3.21M $0 4 0.17% Maintained
639
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$3.21M -$897K 1 0.32% Reduced
640
MAA
Mraz Amerine & Associates
California
$3.21M +$255K 3 1.27% Increased
641
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$3.16M -$204K 2 0.08% Reduced
642
III
Independent Investors Inc
New York
$3.15M +$26.2K 1 1.57% Increased
643
OIM
Orca Investment Management
Oregon
$3.14M +$1.72M 1 3.85% Increased
644
CG
Clinton Group
New York
$3.13M +$2.76M 4 0.29% Increased
645
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$3.1M -$873K 2 0.03% Reduced
646
OWIM
Old West Investment Management
California
$3.08M -$300K 3 2.34% Reduced
647
RTIM
Round Table Investment Management
North Carolina
$3.08M +$2.35M 2 2.86% Increased
648
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$3.04M -$3.32M 8 0.1% Reduced
649
MWVC
Morgens Waterfall Vintiadis & Co
New York
$3M $0 1 1.65% Maintained
650
World Asset Management
World Asset Management
Michigan
$3M +$82.1K 5 0.12% Increased