← 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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$3.27M	-$135K	3	0.03%	Reduced
652	NRC North Run Capital Boston, Massachusetts	$3.26M	+$3.71M	1	2.45%	New
653	Bradley Foster & Sargent Hartford, Connecticut	$3.24M	-$87.1K	2	0.13%	Reduced
654	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$3.24M	-$563K	3	0.37%	Reduced
655	B BP London, United Kingdom	$3.24M	+$2.34M	3	0.13%	Increased
656	UH Unigestion Holding Geneva, Switzerland	$3.23M	-$9.47M	2	0.08%	Reduced
657	LIA LS Investment Advisors Bloomfield Hills, Michigan	$3.23M	-$44.7K	12	0.23%	Reduced
658	UIM Underhill Investment Management Greenbrae, California	$3.23M	-$5.05M	1	2.06%	Reduced
659	SCM Stevens Capital Management Radnor, Pennsylvania	$3.18M	-$10.3M	2	0.16%	Reduced
660	AAP Ardsley Advisory Partners Stamford, Connecticut	$3.16M	+$331K	1	0.79%	Increased
661	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$3.15M	$0	1	1.01%	Maintained
662	OI Oakbrook Investments Lisle, Illinois	$3.12M	+$965K	4	0.21%	Increased
663	Davis Selected Advisers Tucson, Arizona	$3.12M	-$2.34M	1	0.02%	Reduced
664	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$3.1M	+$3.01M	1	1.12%	New
665	Tocqueville Asset Management New York	$3.08M	-$406K	3	0.05%	Reduced
666	OCM Osterweis Capital Management San Francisco, California	$3.07M	-$1.29M	1	0.24%	Reduced
667	SCM Snow Capital Management Sewickley, Pennsylvania	$3.07M	-$19M	1	0.21%	Reduced
668	AIM AMI Investment Management Kendallville, Indiana	$3.07M	+$1.89M	1	1.81%	Increased
669	SSA South Street Advisors New York	$3.06M	-$692K	1	1.08%	Reduced
670	AL AJO LP Philadelphia, Pennsylvania	$3.02M	-$163M	1	0.02%	Reduced
671	PL Parkwood LLC Cleveland, Ohio	$2.97M	+$3.19M	1	0.68%	New
672	CSM CAMG Solamere Management Charlotte, North Carolina	$2.95M	+$218K	1	1.64%	Increased
673	Brinker Capital Berwyn, Pennsylvania	$2.92M	-$1.84M	4	0.13%	Reduced
674	RWA River Wealth Advisors Camp Hill, Pennsylvania	$2.92M	-$307K	3	1.3%	Reduced
675	VCM Vision Capital Management Portland, Oregon	$2.9M	-$14.2K	1	0.91%	Reduced