← 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
726
BCM
Bretton Capital Management
California
$8.33M +$635K 2 6.64% Increased
727
BA
Bard Associates
Illinois
$8.3M -$42.3K 4 1.84% Reduced
728
EIA
Eastover Investment Advisors
North Carolina
$8.27M +$213K 1 3.26% Increased
729
GIC
Generali Investments CEE
Czech Republic
$8.26M -$156K 5 0.39% Reduced
730
FCM
FJ Capital Management
Virginia
$8.25M +$1.32M 3 1.07% Increased
731
Glenview Trust
Glenview Trust
Kentucky
$8.25M -$33.7K 3 0.11% Reduced
732
PCM
Polymer Capital Management
New York
$8.24M +$713K 4 1.09% Increased
733
ClearBridge Investments
ClearBridge Investments
New York
$8.24M -$88.4M 2 0.01% Reduced
734
Manning & Napier Advisors
Manning & Napier Advisors
New York
$8.21M +$1.36M 6 0.11% Increased
735
GF
Goodman Financial
Texas
$8.19M +$158K 1 1.27% Increased
736
Huntington National Bank
Huntington National Bank
Ohio
$8.19M -$966K 26 0.04% Reduced
737
RHAM
Round Hill Asset Management
California
$8.17M +$243K 2 5.13% Increased
738
CIEC
Crédit Industriel et Commercial
France
$8.16M +$5.22M 5 0.52% Increased
739
Great Lakes Advisors
Great Lakes Advisors
Illinois
$8.15M -$4.1M 8 0.06% Reduced
740
Larson Financial Group
Larson Financial Group
Missouri
$8.14M +$496K 24 0.21% Increased
741
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$8.09M -$107K 4 0.16% Reduced
742
WIA
Westbourne Investment Advisors
Maryland
$8.05M +$341K 1 2.22% Increased
743
LTI
Laffer Tengler Investments
Tennessee
$8.04M +$256K 1 1.03% Increased
744
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$8M +$1.69M 4 0.1% Increased
745
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$7.98M +$2.38M 3 0.04% Increased
746
Tocqueville Asset Management
Tocqueville Asset Management
New York
$7.96M -$184K 4 0.11% Reduced
747
Private Advisor Group
Private Advisor Group
New Jersey
$7.96M -$1.94M 6 0.04% Reduced
748
Callan Family Office
Callan Family Office
Pennsylvania
$7.93M -$113K 10 0.16% Reduced
749
S2L
Sparta 24 Ltd
Israel
$7.92M +$6.24M 2 7.26% New
750
Empirical Wealth Management
Empirical Wealth Management
Washington
$7.87M +$4K 7 0.12% Increased