← 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
Advisors Asset Management
Advisors Asset Management
Colorado
$9.39M -$942K 7 0.18% Reduced
702
PAMG
Patton Albertson Miller Group
Tennessee
$9.32M +$349K 1 1.4% Increased
703
OCM
Osterweis Capital Management
California
$9.32M -$360K 1 0.55% Reduced
704
Erste Asset Management
Erste Asset Management
Austria
$9.32M -$6.33M 1 0.13% Reduced
705
ACP
Aviance Capital Partners
Florida
$9.3M +$242K 2 1.38% Increased
706
BDAM
Blue Door Asset Management
Connecticut
$9.29M -$2.24M 1 5.54% Reduced
707
OLA
Oliver Luxxe Assets
New Jersey
$9.29M -$58.6K 2 1.95% Reduced
708
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$9.28M +$8.9M 3 0.43% New
709
HCA
Harbor Capital Advisors
Illinois
$9.27M +$5.65M 11 1.21% Increased
710
QOP
Quinn Opportunity Partners
Virginia
$9.26M +$8.06M 2 1.02% Increased
711
NG
NatWest Group
United Kingdom
$9.25M -$2.73M 1 3.56% Reduced
712
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9.25M -$422K 4 0.33% Reduced
713
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$9.25M +$921K 7 0.1% Increased
714
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$9.17M +$167K 8 0.15% Increased
715
PIM
Plato Investment Management
Australia
$9.13M +$7.42M 10 0.94% Increased
716
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$9.11M +$1.37M 3 0.1% Increased
717
AMAL
Asset Management Advisors LLC
Oklahoma
$9.08M -$2.3M 1 7.05% Reduced
718
NSLI
Nan Shan Life Insurance
Taiwan
$9.05M +$8.17M 1 0.21% New
719
HUB Investment Partners
HUB Investment Partners
Texas
$9.03M +$780K 1 0.49% Increased
720
Davis Selected Advisers
Davis Selected Advisers
Arizona
$9.03M -$310K 1 0.05% Reduced
721
DA
Duality Advisers
Florida
$9.02M -$3.47M 4 0.89% Reduced
722
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$8.93M -$9.31M 1 0.21% Reduced
723
MCM
Monument Capital Management
Virginia
$8.85M +$399K 5 2.55% Increased
724
MYAM
Meiji Yasuda Asset Management
Japan
$8.85M +$3.73M 6 0.38% Increased
725
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$8.8M -$402K 9 0.03% Reduced