← 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
976
Pathstone Family Office
Pathstone Family Office
New Jersey
$75K +$11.6K 2 0.16% Increased
977
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$73K $0 1 0% Maintained
978
CFA
Carroll Financial Associates
North Carolina
$72K +$13.5K 4 0.03% Increased
979
HHMI
Howard Hughes Medical Institute
Maryland
$72K +$34.6K 3 0.01% Increased
980
DAM
Delta Asset Management
Tennessee
$69K $0 2 0.02% Maintained
981
ECM
Endex Capital Management
Kansas
$69K $0 1 0.06% Maintained
982
GMCM
Gruber & McBaine Capital Management
California
$69K $0 1 0.02% Maintained
983
IH
IFC Holdings
Florida
$68K -$489K 1 0.01% Reduced
984
Smithfield Trust
Smithfield Trust
Pennsylvania
$66K $0 1 0.01% Maintained
985
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$65K -$10.4K 4 0.01% Reduced
986
SSG
Summit Securities Group
New York
$65K +$56.7K 1 0.01% Increased
987
WRM
Westport Resources Management
Connecticut
$63K +$22.4K 3 0.02% Increased
988
Pacer Advisors
Pacer Advisors
Pennsylvania
$58K +$73.2K 1 0.01% New
989
CFA
Capstone Financial Advisors
Illinois
$54K +$60.4K 1 0.03% New
990
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$54K $0 1 0.04% Maintained
991
TIM
Tortoise Investment Management
New York
$52K +$46.4K 1 0.03% New
992
Chilton Capital Management
Chilton Capital Management
Texas
$51.4K $0 1 0.01% Maintained
993
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$50K +$31.5K 2 0% Increased
994
KPCM
Kings Point Capital Management
New York
$50K $0 1 0.02% Maintained
995
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$50K +$18.8K 4 0% Increased
996
VIA
Vantage Investment Advisors
Pennsylvania
$50K +$45.3K 1 0.03% New
997
WCBA
Weaver C. Barksdale & Associates
Tennessee
$48K -$1.57M 5 0.04% Reduced
998
TFMS
Trust & Fiduciary Management Services
Massachusetts
$46K -$5.67K 1 0.03% Reduced
999
JIC
Joel Isaacson & Co
New York
$45K $0 1 0.02% Maintained
1000
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$43K $0 1 0.07% Maintained