← 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
1001	Davidson Kempner Capital Management New York	$0	-$610K	0	–	Closed
1002	DCM Decatur Capital Management Decatur, Georgia	$0	-$6.09M	0	–	Closed
1003	DWA Dorsey Wright & Associates Pasadena, California	$0	-$1.39M	0	–	Closed
1004	Eagle Asset Management St Petersburg, Florida	$0	-$20.8M	0	–	Closed
1005	EM EnTrustPermal Management New York	$0	-$1.85M	0	–	Closed
1006	EML Eos Management LP New York	$0	-$745K	0	–	Closed
1007	FMP Financial Management Professionals Austin, Texas	$0	-$3.08M	0	–	Closed
1008	FHB First Hawaiian Bank Honolulu, Hawaii	$0	-$3K	0	–	Closed
1009	FHC First Heartland Consultants Lake St. Louis, Missouri	$0	-$9K	0	–	Closed
1010	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$0	-$1.54M	0	–	Closed
1011	FRM Fore Research & Management New York	$0	-$876K	0	–	Closed
1012	FAM Fortaleza Asset Management Chicago, Illinois	$0	-$803K	0	–	Closed
1013	FA Friess Associates Greenville, Delaware	$0	-$33.3M	0	–	Closed
1014	Fuller & Thaler Asset Management San Mateo, California	$0	-$2.5M	0	–	Closed
1015	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$0	-$1.94M	0	–	Closed
1016	GIA Gargoyle Investment Advisor Englewood, New Jersey	$0	+$245K	1	0%	New
1017	GF Gerry Farber New York	$0	-$1.3M	0	–	Closed
1018	GP GLG Partners London, United Kingdom	$0	-$3.67M	0	–	Closed
1019	Gradient Investments Arden Hills, Minnesota	$0	$0	2	0%	Maintained
1020	Guardian Capital (Canada) Toronto, Ontario, Canada	$0	-$3.41M	0	–	Closed
1021	Hancock Whitney Gulfport, Mississippi	$0	-$1.13M	0	–	Closed
1022	HCM Herndon Capital Management Atlanta, Georgia	$0	-$1.34M	0	–	Closed
1023	ICM ICC Capital Management Orlando, Florida	$0	-$4.37M	0	–	Closed
1024	ICAP Independence Capital Asset Partners Denver, Colorado	$0	-$672K	0	–	Closed
1025	ICRM Insight Capital Research & Management Walnut Creek, California	$0	-$7.31M	0	–	Closed