← 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
1076
1SB
1ST Source Bank
Indiana
$0 -$240K 0 – Closed
1077
ACI
AB CarVal Investors
Minnesota
$0 -$4.12M 0 – Closed
1078
Advisory Services Network
Advisory Services Network
Georgia
$0 -$40K 0 – Closed
1079
AL
Airain Ltd
Guernsey
$0 -$2.15M 0 – Closed
1080
Allstate Corporation
Allstate Corporation
Illinois
$0 -$7.6M 0 – Closed
1081
AF
Ally Financial
Michigan
$0 -$2.72M 0 – Closed
1082
ABC
Anchor Bolt Capital
Illinois
$0 -$809K 0 – Closed
1083
Apollo Management Holdings
Apollo Management Holdings
New York
$0 -$9.72M 0 – Closed
1084
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$1.74M 0 – Closed
1085
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$0 -$223K 0 – Closed
1086
Baird
Baird
Wisconsin
$0 -$2.76M 0 – Closed
1087
BOH
Bank of Hawaii
Hawaii
$0 -$498K 0 – Closed
1088
BPCA
Bank Pictet & Cie (Asia)
Singapore
$0 -$1.17M 0 – Closed
1089
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$0 -$704K 0 – Closed
1090
BCM
Barometer Capital Management
Ontario, Canada
$0 -$826K 0 – Closed
1091
BFG
Beacon Financial Group
Texas
$0 -$972K 0 – Closed
1092
BC
BHR Capital
New York
$0 -$32.4M 0 – Closed
1093
BPM
Bronson Point Management
Connecticut
$0 -$12.6M 0 – Closed
1094
Cannell & Spears
Cannell & Spears
New York
$0 -$313K 0 – Closed
1095
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$1.41M 0 – Closed
1096
CL
CFS LLC
Oklahoma
$0 -$90K 0 – Closed
1097
Chilton Capital Management
Chilton Capital Management
Texas
$0 -$51.4K 0 – Closed
1098
CAM
ClariVest Asset Management
California
$0 -$1.46M 0 – Closed
1099
CHCM
Columbus Hill Capital Management
New Jersey
$0 -$8.42M 0 – Closed
1100
Cooperman Leon G
Cooperman Leon G
$0 -$16.8M 0 – Closed