← 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
1201	NCM Novare Capital Management Charlotte, North Carolina	$0	-$236K	0	–	Closed
1202	One Capital Management Westlake Village, California	$0	-$2K	0	–	Closed
1203	Paradigm Capital Management Inc Albany, New York	$0	-$2.16M	0	–	Closed
1204	PWAM Park West Asset Management San Francisco, California	$0	-$3.14M	0	–	Closed
1205	PAS Partnervest Advisory Services Santa Barbara, California	$0	-$292K	0	–	Closed
1206	PWPCM Perella Weinberg Partners Capital Management New York	$0	-$3.03M	0	–	Closed
1207	PIA Piedmont Investment Advisors Durham, North Carolina	$0	-$3.47K	0	–	Closed
1208	PRCM Pine River Capital Management Minnetonka, Minnesota	$0	-$1.2M	0	–	Closed
1209	PTC Private Trust Company Cleveland, Ohio	$0	-$168K	0	–	Closed
1210	PIM Profit Investment Management North Bethesda, Maryland	$0	-$28M	0	–	Closed
1211	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$0	-$9.6M	0	–	Closed
1212	Regents of the University of California Oakland, California	$0	-$2.16M	0	–	Closed
1213	SFSIG San Francisco Sentry Investment Group San Francisco, California	$0	-$16K	0	–	Closed
1214	SH SeaTown Holdings Singapore	$0	-$16.6M	0	–	Closed
1215	SFM Signature Financial Management Norfolk, Virginia	$0	-$223K	0	–	Closed
1216	SCM Signia Capital Management Spokane, Washington	$0	-$3.09M	0	–	Closed
1217	SAM Silphium Asset Management London, United Kingdom	$0	-$487K	0	–	Closed
1218	SCM Silver Capital Management New York	$0	-$5.9M	0	–	Closed
1219	SPC Silver Point Capital Greenwich, Connecticut	$0	-$434K	0	–	Closed
1220	Soros Fund Management New York	$0	-$5.82M	0	–	Closed
1221	SCA Strategic Capital Alternatives Gig Harbor, United States	$0	-$107K	0	–	Closed
1222	TC Talkot Capital Sausalito, California	$0	-$2.06M	0	–	Closed
1223	TFO Tarbox Family Office Newport Beach, California	$0	-$228	1	0%	Reduced
1224	TCM TD Capital Management Memphis, Tennessee	$0	-$13K	0	–	Closed
1225	TAL TIG Advisors LLC New York	$0	-$3.38M	0	–	Closed