← 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	APG Asset Management US New York	$0	-$22.8M	0	–	Closed
1202	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$5.99M	0	–	Closed
1203	ACM Atika Capital Management New York	$0	-$2.97M	0	–	Closed
1204	Avalon Investment & Advisory Houston, Texas	$0	-$482K	0	–	Closed
1205	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$114K	0	–	Closed
1206	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$11.3M	0	–	Closed
1207	BO Bank OZK Little Rock, Arkansas	$0	-$391K	0	–	Closed
1208	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$1.12M	0	–	Closed
1209	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	+$163	2	0%	New
1210	BC Beaconlight Capital New York	$0	-$5.51M	0	–	Closed
1211	BT Beacon Trust Morristown, New Jersey	$0	-$35K	0	–	Closed
1212	BCM Bluefin Capital Management New York	$0	-$32.3M	0	–	Closed
1213	BPM Bronson Point Management Fairfield, Connecticut	$0	-$17.5M	0	–	Closed
1214	Brookstone Capital Management Wheaton, Illinois	$0	-$91K	0	–	Closed
1215	BO BRR OpCo Columbus, Ohio	$0	-$204K	0	–	Closed
1216	BAM Bruderman Asset Management Locust Valley, New York	$0	-$15K	0	–	Closed
1217	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$0	-$447K	0	–	Closed
1218	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$0	-$2.7M	0	–	Closed
1219	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$584K	0	–	Closed
1220	Capital International Sarl Los Angeles, California	$0	-$19K	0	–	Closed
1221	CMANY Capital Management Associates (New York) New York	$0	-$260K	0	–	Closed
1222	Caxton Associates (New York) New York	$0	-$192M	0	–	Closed
1223	CC Coastland Capital Palo Alto, California	$0	-$261K	0	–	Closed
1224	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$1.15M	0	–	Closed
1225	CFSG Community Financial Services Group Newport, Vermont	$0	-$70K	0	–	Closed