← 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
851	MHP Manatuck Hill Partners Westport, Connecticut	$256K	+$265K	1	0.03%	New
852	Stephens Inc Little Rock, Arkansas	$256K	+$265K	1	0.01%	New
853	DF Dent & Co Baltimore, Maryland	$252K	+$258K	1	0.01%	New
854	BP BBR Partners New York	$243K	+$214K	1	0.05%	New
855	CC Courier Capital Buffalo, New York	$241K	+$270K	1	0.06%	New
856	PMFA Plante Moran Financial Advisors Southfield, Michigan	$239K	+$263K	6	0.18%	New
857	LCM Lucas Capital Management Red Bank, New Jersey	$238K	+$243K	1	0.07%	New
858	SHA Smith Hayes Advisers Lincoln, Nebraska	$235K	+$207K	1	0.1%	New
859	VAM Visionary Asset Management Houston, Texas	$233K	+$249K	1	0.09%	New
860	CD Carl Domino West Palm Beach, Florida	$223K	+$254K	1	0.13%	New
861	MAM Marquette Asset Management Minneapolis, Minnesota	$222K	+$243K	1	0.11%	New
862	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$222K	+$247K	1	0.04%	New
863	GLI Guardian Life Insurance New York	$221K	+$245K	3	0.02%	New
864	PAM Private Asset Management San Diego, California	$221K	+$248K	1	0.04%	New
865	MFAM Motley Fool Asset Management Alexandria, Virginia	$216K	+$234K	1	0.08%	New
866	OAM Orinda Asset Management Lafayette, California	$216K	+$245K	1	0.71%	New
867	OCG Opus Capital Group Cincinnati, Ohio	$214K	+$238K	1	0.01%	New
868	1919 Investment Counsel Baltimore, Maryland	$213K	+$219K	3	0.01%	New
869	SCM Stux Capital Management New York	$213K	+$187K	1	0.03%	New
870	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$212K	+$229K	1	0.07%	New
871	VF Virtu Financial New York	$212K	+$220K	1	0.02%	New
872	GF Gerstein Fisher New York	$211K	+$185K	1	0.05%	New
873	Davenport & Co Richmond, Virginia	$209K	+$224K	1	0%	New
874	Churchill Management Los Angeles, California	$208K	+$227K	1	0.01%	New
875	KFS KMS Financial Services Seattle, Washington	$207K	+$227K	1	0.06%	New