← 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
801
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$461K +$497K 1 0.28% New
802
MTIM
Marathon Trading Investment Management
Pennsylvania
$459K +$490K 1 0.03% New
803
WIC
Willis Investment Counsel
Georgia
$448K +$395K 1 0.05% New
804
HCA
Harbour Capital Advisors
Virginia
$440K +$456K 1 0.55% New
805
ACMI
Amida Capital Management II
New York
$438K +$468K 3 0.11% New
806
EVC
Eidelman Virant Capital
Missouri
$438K +$466K 1 0.26% New
807
WA
WFG Advisors
Texas
$436K +$416K 10 0.07% New
808
FTI
Fiduciary Trust International
Massachusetts
$426K +$484K 1 0.16% New
809
MUS
Mitsubishi UFJ Securities
Japan
$426K +$484K 1 0.21% New
810
MIM
Miller Investment Management
Pennsylvania
$416K +$444K 1 0.3% New
811
CF
CNA Financial
Illinois
$413K +$455K 1 0.09% New
812
DSC
Duncker Streett & Co
Missouri
$408K +$392K 1 0.16% New
813
CAM
ClariVest Asset Management
California
$393K +$422K 2 0.02% New
814
P
Pitcairn
Pennsylvania
$386K +$426K 1 0.05% New
815
RHBC
R.H. Bluestein & Co
Michigan
$375K +$411K 1 0.03% New
816
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$368K +$408K 4 0.11% New
817
MIC
MU Investments Company
Japan
$362K +$393K 1 0.15% New
818
RIL
Rothschild Investment LLC
Illinois
$360K +$373K 1 0.06% New
819
LPC
Loeb Partners Corp
New York
$355K +$312K 1 0.13% New
820
First Manhattan
First Manhattan
New York
$354K +$390K 9 0% New
821
NIM
NuWave Investment Management
New Jersey
$354K +$403K 2 0.39% New
822
FIG
Fortress Investment Group
New York
$345K +$304K 1 0.01% New
823
ACI
Advance Capital I
Michigan
$343K +$355K 1 0.17% New
824
OM
Ospraie Management
New York
$340K +$374K 1 0.48% New
825
MAM
Meeder Asset Management
Ohio
$339K +$385K 1 0.07% New