← 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
701	Synovus Financial Columbus, Georgia	$5.84M	+$199K	4	0.06%	Increased
702	FP Factorial Partners Mt. Kisco, New York	$5.84M	+$758K	4	4.01%	Increased
703	OBGC O'Brien Greene & Co Media, Pennsylvania	$5.75M	+$52K	2	1.9%	Increased
704	SI Shaker Investments Cleveland, Ohio	$5.75M	+$669K	4	2.93%	Increased
705	PP Patten & Patten Chattanooga, Tennessee	$5.7M	+$14.8K	2	0.42%	Increased
706	AU Algebris (UK) London, United Kingdom	$5.7M	+$6.69M	2	2.5%	New
707	DIA Dean Investment Associates Beavercreek, Ohio	$5.68M	+$1.22M	2	1.02%	Increased
708	LGT Fund Management Vaduz, Liechtenstein	$5.68M	+$2.84M	3	0.76%	Increased
709	QIM Quantitative Investment Management Charlottesville, Virginia	$5.63M	-$5.27M	4	0.61%	Reduced
710	Banco Santander Madrid, Spain	$5.55M	-$927K	4	0.06%	Reduced
711	APCM Arbiter Partners Capital Management New York	$5.54M	+$643K	1	2.91%	Increased
712	GMA Glassy Mountain Advisors Bethesda, Maryland	$5.54M	+$176K	1	2.85%	Increased
713	Glenview Trust Louisville, Kentucky	$5.46M	-$1.97M	5	0.18%	Reduced
714	Inspire Investing Meridian, Idaho	$5.45M	+$957K	12	0.63%	Increased
715	FHB First Hawaiian Bank Honolulu, Hawaii	$5.39M	-$731K	5	0.17%	Reduced
716	1C 1623 Capital Alexandria, Virginia	$5.36M	$0	1	2.69%	Maintained
717	Vanguard Personalized Indexing Management Oakland, California	$5.36M	+$904K	8	0.26%	Increased
718	CC Conversant Capital Summit, New Jersey	$5.36M	+$6.42M	1	1.16%	New
719	WG Watchman Group Plano, Texas	$5.34M	+$131K	2	3.17%	Increased
720	Patient Capital Management Baltimore, Maryland	$5.31M	-$259K	1	1.8%	Reduced
721	CIM Corbyn Investment Management Lutherville, Maryland	$5.3M	-$101K	1	1.74%	Reduced
722	LCG Lisanti Capital Growth New York	$5.28M	+$1.27M	1	0.59%	Increased
723	NSGL No Street GP LP San Francisco, California	$5.27M	-$2.86M	1	0.71%	Reduced
724	F.L. Putnam Investment Management Lynnfield, Massachusetts	$5.26M	+$5.18M	1	0.17%	New
725	SAM Stansberry Asset Management Westlake, Texas	$5.25M	+$758K	2	0.85%	Increased