← 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
1151	SCA Secor Capital Advisors New York	$0	-$2.79M	0	–	Closed
1152	SCI Seneca Capital Investments New York	$0	-$7.21M	0	–	Closed
1153	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$0	-$220K	0	–	Closed
1154	Soros Fund Management New York	$0	-$20.1M	0	–	Closed
1155	SFM Sphera Funds Management Tel Aviv, Israel	$0	-$2.53M	0	–	Closed
1156	TFO Tarbox Family Office Newport Beach, California	$0	+$368	1	0%	Increased
1157	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$0	-$12M	0	–	Closed
1158	TCM Tygh Capital Management Portland, Oregon	$0	-$186K	0	–	Closed
1159	USS Investment Management London, United Kingdom	$0	-$24.1M	0	–	Closed
1160	VDBMI Van Den Berg Management I Austin, Texas	$0	-$6.97M	0	–	Closed
1161	VF Virtu Financial New York	$0	-$4.28M	0	–	Closed
1162	WCP Waterfront Capital Partners New York	$0	-$4.15M	0	–	Closed
1163	WesBanco Bank Wheeling, West Virginia	$0	-$304K	0	–	Closed
1164	WCM Wesley Capital Management New York	$0	-$1.07M	0	–	Closed
1165	ZE ZBI Equities New York	$0	-$54.5M	0	–	Closed