← 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
Palisade Capital Management
Palisade Capital Management
New Jersey
$1.16M -$871K 2 0.03% Reduced
727
TIM
Thompson Investment Management
Wisconsin
$1.16M +$105K 1 0.22% Increased
728
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.15M -$126K 2 0.04% Reduced
729
IPC
Independent Portfolio Consultants
Florida
$1.15M +$154K 7 0.32% Increased
730
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$1.15M +$653K 1 0.07% Increased
731
OI
Oakbrook Investments
Illinois
$1.15M -$530K 1 0.03% Reduced
732
Curi RMB Capital
Curi RMB Capital
Illinois
$1.14M -$13.1K 2 0.07% Reduced
733
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$1.14M -$2.29K 1 0.11% Reduced
734
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$1.13M -$404K 18 0.03% Reduced
735
MIS
Morningstar Investment Services
Illinois
$1.13M -$50.8K 1 0.07% Reduced
736
GOCM
Grey Owl Capital Management
Virginia
$1.12M -$57.7K 1 1.24% Reduced
737
Capital International
Capital International
California
$1.12M $0 2 0.07% Maintained
738
SAM
Silphium Asset Management
United Kingdom
$1.12M -$216K 1 0.77% Reduced
739
EMG
Ellington Management Group
Connecticut
$1.12M +$47.2K 4 0.52% Increased
740
Huntington National Bank
Huntington National Bank
Ohio
$1.1M +$58.3K 2 0.02% Increased
741
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$1.09M +$1.03M 2 0.54% New
742
CAD
Craig A. Drill
$1.09M +$923K 1 1.15% New
743
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$1.09M $0 3 0.22% Maintained
744
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.07M +$372K 2 0.02% Increased
745
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$1.07M $0 1 0.53% Maintained
746
First Allied Advisory Services
First Allied Advisory Services
California
$1.07M -$101K 1 0.08% Reduced
747
RBLCM
Roaring Blue Lion Capital Management
Texas
$1.06M -$1.25M 1 1.45% Reduced
748
AAIM
American Assets Investment Management
California
$1.06M $0 1 0.3% Maintained
749
BP
Banyan Partners
Florida
$1.06M -$1.37M 1 0.09% Reduced
750
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$1.06M -$554K 2 0.02% Reduced