← 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	Cullen/Frost Bankers San Antonio, Texas	$1.87M	-$4.09M	2	0.08%	Reduced
652	GC Gruss & Co West Palm Beach, Florida	$1.86M	$0	1	2.14%	Maintained
653	TIAAOA Teachers Insurance & Annuity Association of America New York	$1.86M	$0	1	0.11%	Maintained
654	TH Timber Hill Greenwich, Connecticut	$1.85M	-$1.27M	5	0.01%	Reduced
655	OM Ospraie Management New York	$1.84M	+$1.08M	1	1.47%	Increased
656	LMF LMR Master Fund Grand Cayman, Cayman Islands	$1.83M	+$1.4M	2	0.19%	Increased
657	CIA Capital Impact Advisors Boston, Massachusetts	$1.82M	+$1.65M	1	1.46%	New
658	P Pitcairn Conshohocken, Pennsylvania	$1.82M	+$1.14M	3	0.2%	Increased
659	BT Beacon Trust Morristown, New Jersey	$1.81M	+$1.53M	2	0.31%	Increased
660	ESBC E.S. Barr & Co Lexington, Kentucky	$1.81M	-$74K	1	0.22%	Reduced
661	GCM Glaxis Capital Management Sarasota, Florida	$1.8M	+$1.71M	1	3.88%	New
662	SCA Stonebridge Capital Advisors St Paul, Minnesota	$1.79M	+$1.55M	1	0.92%	New
663	Third Point New York	$1.78M	$0	1	0.03%	Maintained
664	BCA Benchmark Capital Advisors New York	$1.77M	+$1.42M	1	1.23%	Increased
665	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$1.75M	+$1.57M	4	0.07%	New
666	WCM Washington Capital Management Seattle, Washington	$1.75M	-$21.5K	1	0.42%	Reduced
667	RAM Redmond Asset Management Henrico, Virginia	$1.74M	+$1.56M	1	0.93%	New
668	Arrowstreet Capital Boston, Massachusetts	$1.74M	+$1.57M	2	0.01%	New
669	Group One Trading Chicago, Illinois	$1.73M	+$771K	6	0.03%	Increased
670	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.72M	-$70.9K	1	0.98%	Reduced
671	OI Oakbrook Investments Lisle, Illinois	$1.7M	-$1.63M	2	0.05%	Reduced
672	ICM Ionic Capital Management New York	$1.7M	-$687K	2	0.05%	Reduced
673	BB&T Securities Richmond, Virginia	$1.69M	+$647K	2	0.05%	Increased
674	NFGCM Norman Fields Gottscho Capital Management New York	$1.66M	-$22.1K	1	1.12%	Reduced
675	Walleye Trading New York	$1.66M	-$2.42M	2	0.02%	Reduced