← 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
MCF Advisors
MCF Advisors
Kentucky
$809K +$13.4K 8 0.22% Increased
852
DnB Asset Management
DnB Asset Management
Norway
$804K -$18.7K 2 0.02% Reduced
853
HI
Honeywell International
North Carolina
$801K $0 1 0.02% Maintained
854
TC
TradeLink Capital
Illinois
$798K +$354K 4 1.66% Increased
855
Brown Advisory
Brown Advisory
Maryland
$792K +$13.2K 2 0% Increased
856
Group One Trading
Group One Trading
Illinois
$789K -$796K 2 0.01% Reduced
857
GCA
Gideon Capital Advisors
New York
$784K -$380K 1 0.57% Reduced
858
ING Group
ING Group
Netherlands
$782K -$39.8M 1 0% Reduced
859
CCM
Coe Capital Management
Illinois
$781K -$1.1M 1 0.31% Reduced
860
FIM
Friedberg Investment Management
Texas
$771K +$786K 1 0.38% New
861
AIC
Ayalon Insurance Company
Israel
$759K $0 1 0.64% Maintained
862
JSAM
J. Safra Asset Management
New York
$741K +$794K 1 0.57% New
863
Acadian Asset Management
Acadian Asset Management
Massachusetts
$740K -$13.4M 3 0% Reduced
864
AC
Addison Capital
Pennsylvania
$731K +$26.2K 1 0.57% Increased
865
Magnetar Financial
Magnetar Financial
Illinois
$728K +$428K 2 0.01% Increased
866
BAM
Burnham Asset Management
New York
$721K -$6.8K 3 0.2% Reduced
867
FA
FDx Advisors
Illinois
$710K +$707K 2 0.03% New
868
PFC
Poplar Forest Capital
California
$709K +$24.2K 1 0.06% Increased
869
Advisory Services Network
Advisory Services Network
Georgia
$708K +$76.4K 7 0.23% Increased
870
SI
SII Investments
Wisconsin
$706K -$108K 1 0.09% Reduced
871
PC
Pomelo Capital
New York
$703K -$328K 2 0.25% Reduced
872
SAMC
Spectrum Asset Management (California)
California
$702K -$32.7K 1 0.8% Reduced
873
CI
Chartist Inc
California
$693K +$477K 3 0.34% Increased
874
Algert Global
Algert Global
California
$689K +$439K 2 0.32% Increased
875
DCM
Dynamic Capital Management
Jersey
$689K -$3.6M 2 0.33% Reduced