← 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
776
Summit Financial
Summit Financial
New Jersey
$7.3M -$1.46M 5 0.08% Reduced
777
JIR
James Investment Research
Ohio
$7.25M -$303K 2 0.74% Reduced
778
OSNBOA
Old Second National Bank of Aurora
Illinois
$7.24M -$149K 1 1.37% Reduced
779
WC
Winmill & Co
New Hampshire
$7.24M $0 1 1.6% Maintained
780
ICM
Intrepid Capital Management
Florida
$7.22M +$1.15M 2 2.56% Increased
781
CCM
Chicago Capital Management
Illinois
$7.17M +$8.45M 1 6.39% New
782
MWAM
Manhattan West Asset Management
California
$7.15M +$299K 1 1.19% Increased
783
SCA
Sippican Capital Advisors
Massachusetts
$7.1M +$911K 5 4.33% Increased
784
SOW
State of Wyoming
Wyoming
$7.1M -$82.6K 17 0.72% Reduced
785
SC
Sepio Capital
Utah
$7.09M +$534K 2 0.36% Increased
786
Capital International Sarl
Capital International Sarl
California
$7.05M +$554K 1 0.1% Increased
787
CCM
Cinctive Capital Management
New York
$7.02M -$9.49M 3 0.26% Reduced
788
Coldstream Capital Management
Coldstream Capital Management
Washington
$7.01M -$523K 8 0.09% Reduced
789
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
$7.01M -$2.45M 2 0.25% Reduced
790
KJHP
K.J. Harrison & Partners
Ontario, Canada
$7M +$1.9M 1 0.99% Increased
791
Choreo LLC
Choreo LLC
Illinois
$6.98M -$1.38M 11 0.08% Reduced
792
GAMMA Investing
GAMMA Investing
California
$6.94M -$5.95K 26 0.26% Reduced
793
Principal Securities
Principal Securities
Iowa
$6.91M +$646K 6 0.08% Increased
794
MVP
Miller Value Partners
Florida
$6.89M +$1.4M 1 1.63% Increased
795
Brighton Jones LLC
Brighton Jones LLC
Washington
$6.85M +$1.82M 9 0.13% Increased
796
GIP
Greatmark Investment Partners
Georgia
$6.85M +$6.06M 1 0.76% New
797
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$6.83M -$358K 8 0.13% Reduced
798
PFC
Phocas Financial Corp
California
$6.82M -$4.58M 2 0.95% Reduced
799
RDWM
Red Door Wealth Management
Tennessee
$6.82M +$188K 4 0.62% Increased
800
KeyBank National Association
KeyBank National Association
Ohio
$6.79M +$609K 7 0.02% Increased