← 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
FMBTD
First Midwest Bank Trust Division
Illinois
$2.39M +$538K 1 0.31% Increased
652
TCM
Timpani Capital Management
Wisconsin
$2.39M -$448K 2 1.01% Reduced
653
MFAM
Motley Fool Asset Management
Virginia
$2.36M $0 1 0.49% Maintained
654
SC
Skylands Capital
Wisconsin
$2.33M +$200K 1 0.37% Increased
655
CIBC World Market
CIBC World Market
Ontario, Canada
$2.32M -$5.82M 3 0.01% Reduced
656
RWA
River Wealth Advisors
Pennsylvania
$2.3M -$14.2K 2 1.37% Reduced
657
WCM
Wesley Capital Management
New York
$2.3M +$206K 2 2.45% Increased
658
FA
FDx Advisors
Illinois
$2.29M +$1.46M 5 0.1% Increased
659
PAIM
Punch & Associates Investment Management
Minnesota
$2.27M +$238K 1 0.28% Increased
660
OWIM
Old West Investment Management
California
$2.26M +$148K 2 1.89% Increased
661
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$2.26M +$359K 3 0.14% Increased
662
FA
Fagan Associates
New York
$2.23M -$419K 1 1.48% Reduced
663
OI
Oakbrook Investments
Illinois
$2.23M +$1.06M 4 0.14% Increased
664
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$2.22M +$189K 1 0.14% Increased
665
PCM
Parsons Capital Management
Rhode Island
$2.21M -$12.3K 2 0.3% Reduced
666
SAMNY
Samsung Asset Management (New York)
New York
$2.2M -$191K 1 0.99% Reduced
667
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$2.19M -$410K 17 0.04% Reduced
668
JAFL
Jay A. Fishman Ltd
Michigan
$2.19M -$414K 1 0.57% Reduced
669
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$2.18M +$122K 4 0.07% Increased
670
New York Life Investment Management
New York Life Investment Management
New York
$2.18M -$237K 1 0.33% Reduced
671
Rockefeller Financial Services
Rockefeller Financial Services
New York
$2.16M +$4.27K 3 0.04% Increased
672
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.15M -$995K 2 0.06% Reduced
673
LG
Leuthold Group
Minnesota
$2.15M -$25.5M 2 0.23% Reduced
674
DL
Delta Lloyd
Netherlands
$2.13M $0 4 0.07% Maintained
675
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.12M +$1.93M 1 1.78% New