← 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
676	MAA Mraz Amerine & Associates Modesto, California	$6.38M	-$74.2K	3	1.57%	Reduced
677	HSA Hussman Strategic Advisors Ellicott City, Maryland	$6.34M	+$1.15M	6	1%	Increased
678	LCM Legato Capital Management San Francisco, California	$6.31M	-$683K	4	1.15%	Reduced
679	RC Roundview Capital Princeton, New Jersey	$6.31M	-$543K	3	0.66%	Reduced
680	SCP Steamboat Capital Partners Rye, New York	$6.31M	+$5.76M	1	2.09%	New
681	FP Foundry Partners Minneapolis, Minnesota	$6.26M	-$1.42M	4	0.39%	Reduced
682	Tidal Investments Milwaukee, Wisconsin	$6.24M	-$200K	10	0.21%	Reduced
683	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$6.23M	+$48.3K	3	0.71%	Increased
684	PFC Phocas Financial Corp Alameda, California	$6.14M	+$53.5K	1	0.88%	Increased
685	IPW Inlet Private Wealth Jupiter, Florida	$6.13M	-$521K	3	1.59%	Reduced
686	Huntington National Bank Columbus, Ohio	$6.06M	-$555K	18	0.06%	Reduced
687	FTC Farmers Trust Company Youngstown, Ohio	$6.04M	-$104K	2	1.33%	Reduced
688	Y-Intercept (HK) Hong Kong	$6.01M	+$54.6K	7	0.7%	Increased
689	VI Versor Investments New York	$6M	-$640K	9	0.79%	Reduced
690	DLCIG D.L. Carlson Investment Group Concord, New Hampshire	$5.97M	+$1.34M	1	1.36%	Increased
691	ERWM Elk River Wealth Management Denver, Colorado	$5.96M	+$143K	1	1.35%	Increased
692	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.95M	-$1.33M	22	0.31%	Reduced
693	KAM Karani Asset Management New York	$5.91M	+$1.78K	2	6.26%	Increased
694	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$5.88M	-$133M	1	0.15%	Reduced
695	MGWM Marks Group Wealth Management Minnetonka, Minnesota	$5.87M	+$189K	3	0.75%	Increased
696	FC Fulcrum Capital Seattle, Washington	$5.86M	-$692K	1	1.58%	Reduced
697	IVP Intrinsic Value Partners Phoenix, Arizona	$5.83M	-$55.7K	1	7.88%	Reduced
698	Glenview Trust Louisville, Kentucky	$5.81M	-$285K	4	0.17%	Reduced
699	SP Saranac Partners London,	$5.77M	+$3.15M	1	3.4%	Increased
700	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.76M	+$1.63M	7	0.15%	Increased