← 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
Scotia Capital
Scotia Capital
Ontario, Canada
$6.8M +$2.36M 6 0.05% Increased
652
PRC
Pearl River Capital
Michigan
$6.8M -$412K 7 1.08% Reduced
653
IAN
Integrated Advisors Network
Texas
$6.78M +$128K 4 0.41% Increased
654
RHJA
Rice Hall James & Associates
California
$6.75M -$109K 2 0.38% Reduced
655
GP
Girard Partners
Pennsylvania
$6.75M -$520K 1 0.75% Reduced
656
MAM
Mastrapasqua Asset Management
Tennessee
$6.74M +$6.53M 2 0.83% New
657
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$6.7M +$1.5M 8 0.1% Increased
658
AP
Appleton Partners
Massachusetts
$6.7M -$52.3K 1 0.6% Reduced
659
KeyBank National Association
KeyBank National Association
Ohio
$6.7M -$931K 5 0.03% Reduced
660
RIM
Redwood Investment Management
Arizona
$6.68M +$3.42M 3 0.72% Increased
661
Saba Capital Management
Saba Capital Management
New York
$6.68M -$7.99M 1 0.13% Reduced
662
Diversified Trust
Diversified Trust
Tennessee
$6.63M +$4.92M 13 0.26% Increased
663
EULAV Asset Management
EULAV Asset Management
Florida
$6.61M $0 1 0.26% Maintained
664
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$6.6M +$79.2K 7 0.33% Increased
665
RCG
Rock Creek Group
District of Columbia
$6.59M +$306K 2 0.85% Increased
666
SGI
Summit Global Investments
Utah
$6.57M +$665K 8 0.51% Increased
667
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$6.56M +$159K 4 0.21% Increased
668
LWM
Lodestone Wealth Management
Washington
$6.56M -$1.9M 3 5.05% Reduced
669
JAM
JLP Asset Management
New York
$6.55M +$1.43M 1 4.37% Increased
670
SCA
Snowden Capital Advisors
New York
$6.49M +$498K 5 0.25% Increased
671
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$6.49M +$4.11M 7 0.05% Increased
672
GJL
Gendell Jeffrey L
$6.48M -$5.48M 2 0.61% Reduced
673
OPCM
Osborne Partners Capital Management
California
$6.46M -$225K 1 0.47% Reduced
674
BCM
BTC Capital Management
Iowa
$6.4M -$268K 2 0.74% Reduced
675
EIM
Essex Investment Management
Massachusetts
$6.38M +$1.06M 2 0.93% Increased