← 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
Fenimore Asset Management
Fenimore Asset Management
New York
$6.23M +$108K 1 0.18% Increased
627
Boothbay Fund Management
Boothbay Fund Management
New York
$6.23M +$3.59M 7 0.16% Increased
628
Ancora Advisors
Ancora Advisors
Ohio
$6.23M -$148K 9 0.18% Reduced
629
MMFA
Main Management Fund Advisors
California
$6.15M +$6.69M 1 4.35% New
630
Creative Planning
Creative Planning
Kansas
$6.12M -$329K 6 0.01% Reduced
631
FG
Formula Growth
Quebec, Canada
$6.12M -$319K 1 1.69% Reduced
632
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$6.08M -$673K 25 0.26% Reduced
633
IVP
Intrinsic Value Partners
Arizona
$6.05M -$134K 1 7.72% Reduced
634
AU
Algebris (UK)
United Kingdom
$5.98M +$840K 4 2.07% Increased
635
AMAL
Asset Management Advisors LLC
Oklahoma
$5.98M -$76.1K 1 5.16% Reduced
636
Cetera Advisor Networks
Cetera Advisor Networks
California
$5.97M -$2.51M 8 0.08% Reduced
637
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$5.96M -$1.46M 6 0.41% Reduced
638
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$5.88M -$78.4K 4 0.18% Reduced
639
Waverton Investment Management
Waverton Investment Management
United Kingdom
$5.87M +$2.67M 1 0.23% Increased
640
CX Institutional
CX Institutional
Indiana
$5.85M +$3.51M 9 0.44% Increased
641
RWA
River Wealth Advisors
Pennsylvania
$5.84M -$19.9K 3 1.08% Reduced
642
GIG
Goodnow Investment Group
Connecticut
$5.83M +$89K 1 0.9% Increased
643
DCP
Distillate Capital Partners
Illinois
$5.82M +$6.19M 1 0.83% New
644
APCM
Arbiter Partners Capital Management
New York
$5.82M +$1.15M 1 3.62% Increased
645
KTA
Keeley-Teton Advisors
Illinois
$5.79M -$2.4M 3 0.73% Reduced
646
GP
Girard Partners
Pennsylvania
$5.78M +$125K 1 0.74% Increased
647
GCM
GoodHaven Capital Management
New Jersey
$5.78M +$293K 1 4.25% Increased
648
Engineers Gate Manager
Engineers Gate Manager
New York
$5.74M -$4.91M 9 0.21% Reduced
649
SCM
Shaolin Capital Management
Florida
$5.68M +$1.03M 1 0.14% Increased
650
LCM
LVM Capital Management
Michigan
$5.66M -$1.28M 1 0.82% Reduced