← 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
651
DWA
Dorsey Wright & Associates
California
$1.39M +$1.55M 2 0.23% New
652
Whitebox Advisors
Whitebox Advisors
Minnesota
$1.39M +$1.53M 1 0.07% New
653
Tocqueville Asset Management
Tocqueville Asset Management
New York
$1.38M +$1.49M 4 0.02% New
654
RA
Rational Advisors
New York
$1.37M +$1.54M 4 0.11% New
655
CCM
Cai Capital Management
New York
$1.35M +$1.48M 1 0.78% New
656
HCM
Herndon Capital Management
Georgia
$1.34M +$1.47M 1 0.02% New
657
ICM
IMS Capital Management
Oregon
$1.34M +$1.5M 2 1.92% New
658
MMCM
Marque Millennium Capital Management
New York
$1.33M +$1.38M 1 0.7% New
659
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$1.33M +$1.46M 3 0.01% New
660
AP
Appleton Partners
Massachusetts
$1.32M +$1.37M 1 0.38% New
661
Capstone Investment Advisors
Capstone Investment Advisors
New York
$1.32M +$1.4M 2 0.01% New
662
SIM
Sentry Investment Management
Wisconsin
$1.32M +$1.47M 3 0.08% New
663
GF
Gerry Farber
New York
$1.3M +$1.44M 1 1.3% New
664
BIM
Bogle Investment Management
Massachusetts
$1.28M +$1.41M 1 0.16% New
665
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$1.28M +$1.4M 2 0.08% New
666
MCM
Maltese Capital Management
New York
$1.27M +$1.4M 2 0.13% New
667
Advisors Capital Management
Advisors Capital Management
New Jersey
$1.27M +$1.37M 1 0.29% New
668
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$1.25M +$1.37M 5 0.04% New
669
G
Glenrock
New York
$1.24M +$1.19M 1 13.23% New
670
RC
Roundview Capital
New Jersey
$1.23M +$1.26M 1 0.77% New
671
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$1.23M +$1.08M 1 0.33% New
672
CA
CapWealth Advisors
Tennessee
$1.21M +$1.32M 1 0.35% New
673
III
Independent Investors Inc
New York
$1.18M +$1.04M 1 0.65% New
674
Central Trust Company
Central Trust Company
Missouri
$1.17M +$1.29M 3 0.11% New
675
BIA
Biondo Investment Advisors
Pennsylvania
$1.16M +$1.28M 1 0.5% New