← 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	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.4M	+$31.3K	1	0.98%	Increased
727	ECM Elgethun Capital Management Sioux Falls, South Dakota	$2.39M	+$2.26M	2	1.66%	Increased
728	Credit Agricole Montrouge Cedex, France	$2.39M	+$912K	3	0.14%	Increased
729	Anchor Capital Advisors Boston, Massachusetts	$2.39M	-$456K	1	0.1%	Reduced
730	EMG Ellington Management Group Old Greenwich, Connecticut	$2.38M	-$4.6M	5	0.72%	Reduced
731	SFM Signet Financial Management Parsippany, New Jersey	$2.35M	-$617K	1	0.51%	Reduced
732	BCM Brasada Capital Management Houston, Texas	$2.34M	+$1.38M	2	0.78%	Increased
733	VI Versor Investments New York	$2.33M	+$1.03M	3	0.54%	Increased
734	Empirical Finance Havertown, Pennsylvania	$2.33M	-$581K	2	0.69%	Reduced
735	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.32M	-$4.95K	1	1.89%	Reduced
736	One Capital Management Westlake Village, California	$2.31M	-$84.9K	1	0.47%	Reduced
737	IFM Investors Melbourne, Australia	$2.3M	-$184K	4	0.19%	Reduced
738	OCG Opus Capital Group Cincinnati, Ohio	$2.3M	+$49.7K	1	0.48%	Increased
739	PCM Piermont Capital Management St. Louis, Missouri	$2.3M	-$1.47M	1	1.09%	Reduced
740	AssetMark Inc Concord, California	$2.28M	-$11.2M	8	0.02%	Reduced
741	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$2.25M	-$380K	1	0.08%	Reduced
742	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$2.24M	-$551K	1	0.6%	Reduced
743	Rockefeller Capital Management New York	$2.23M	+$2.28M	6	0.04%	Increased
744	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.22M	-$1.17M	1	0.56%	Reduced
745	CHAM Clear Harbor Asset Management Stamford, Connecticut	$2.22M	-$179K	3	0.51%	Reduced
746	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$2.22M	-$1.34M	5	0.34%	Reduced
747	BC Barnett & Company Chattanooga, Tennessee	$2.2M	-$171K	4	1.26%	Reduced
748	BCM BBT Capital Management Fort Worth, Texas	$2.19M	-$2.66M	2	1.97%	Reduced
749	Caxton Associates (New York) New York	$2.19M	-$5.2M	1	0.35%	Reduced
750	Markel Group Glen Allen, Virginia	$2.19M	+$1.84M	2	0.04%	Increased