← 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
951
MCM
Militia Capital Management
Texas
$4.39M -$2.58M 4 0.13% Reduced
952
FAM
Fulcrum Asset Management
United Kingdom
$4.39M -$1.46M 18 0.44% Reduced
953
SJL
Shayne & Jacobs LLC
Tennessee
$4.38M -$30.4K 1 1.3% Reduced
954
JWM
JPL Wealth Management
Colorado
$4.38M -$84.4K 18 0.87% Reduced
955
BHWM
Bar Harbor Wealth Management
New Hampshire
$4.37M +$4.02M 2 0.23% Increased
956
IP
Isthmus Partners
Wisconsin
$4.35M +$79.3K 1 0.42% Increased
957
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.34M +$16.6K 1 0.05% Increased
958
I
InceptionR
California
$4.34M -$361K 8 1.07% Reduced
959
POIA
Pin Oak Investment Advisors
Texas
$4.32M -$73.9K 4 3.07% Reduced
960
MYAM
Meiji Yasuda Asset Management
Japan
$4.32M -$243K 5 0.19% Reduced
961
VCA
Verdence Capital Advisors
Maryland
$4.31M +$391K 3 0.23% Increased
962
Citizens Financial Group
Citizens Financial Group
Rhode Island
$4.31M +$1.16M 6 0.05% Increased
963
OAM
Oxford Asset Management
United Kingdom
$4.31M -$658K 3 2.12% Reduced
964
RBC
Rye Brook Capital
Connecticut
$4.29M +$170K 1 3.01% Increased
965
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$4.29M -$1.16M 3 0.11% Reduced
966
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$4.28M -$91.7K 7 0.12% Reduced
967
Aristeia Capital
Aristeia Capital
Connecticut
$4.28M +$887K 6 0.06% Increased
968
JPWM
Jamison Private Wealth Management
Georgia
$4.26M +$99.3K 2 0.43% Increased
969
BOK Financial
BOK Financial
Oklahoma
$4.24M -$65.2K 8 0.06% Reduced
970
Brookstone Capital Management
Brookstone Capital Management
Illinois
$4.24M -$290K 3 0.04% Reduced
971
WBWA
William B. Walkup & Associates
South Carolina
$4.23M +$46.6K 6 2.04% Increased
972
MA
MYDA Advisors
New York
$4.23M -$955K 1 0.63% Reduced
973
PWS
Peloton Wealth Strategists
Indiana
$4.21M +$220K 1 1.56% Increased
974
LCM
Landscape Capital Management
New Jersey
$4.19M -$480K 1 0.27% Reduced
975
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$4.19M -$252K 4 0.04% Reduced