← 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	JFA JNBA Financial Advisors Bloomington, Minnesota	$1K	$0	1	0%	Maintained
1202	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1K	-$17.6K	1	0%	Reduced
1203	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$10.2K	1	0%	Reduced
1204	AGM Alpine Global Management New York	$0	-$1.54M	0	–	Closed
1205	ACM Americafirst Capital Management Roseville, California	$0	-$390K	0	–	Closed
1206	AFM Anson Funds Management Dallas, Texas	$0	-$582K	0	–	Closed
1207	AQR Arbitrage Greenwich, Connecticut	$0	-$200K	0	–	Closed
1208	BC Beaconlight Capital New York	$0	-$2.74M	0	–	Closed
1209	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$0	-$191K	0	–	Closed
1210	CC Cannell Capital Alta, Wyoming	$0	-$5.03M	0	–	Closed
1211	Capital International Los Angeles, California	$0	-$624K	0	–	Closed
1212	Catalyst Capital Advisors Huntington, New York	$0	-$61K	0	–	Closed
1213	CCT Chemung Canal Trust Elmira, New York	$0	-$551K	0	–	Closed
1214	CPM Chesapeake Partners Management Baltimore, Maryland	$0	-$687K	0	–	Closed
1215	CEP Chicago Equity Partners Chicago, Illinois	$0	-$3.56M	0	–	Closed
1216	Citizens Financial Group Providence, Rhode Island	$0	-$2K	0	–	Closed
1217	CS Comerica Securities Detroit, Michigan	$0	-$373K	0	–	Closed
1218	DCM Decatur Capital Management Decatur, Georgia	$0	-$3.23M	0	–	Closed
1219	DLHL Donald L. Hagan LLC Sarasota, Florida	$0	-$26K	0	–	Closed
1220	ECA Endeavour Capital Advisors Greenwich, Connecticut	$0	-$1.54M	0	–	Closed
1221	ECM Everence Capital Management Goshen, Indiana	$0	-$245K	0	–	Closed
1222	EverPoint Asset Management Stamford, Connecticut	$0	-$4.54M	0	–	Closed
1223	FCCM First City Capital Management Savannah, Georgia	$0	-$4.84K	0	–	Closed
1224	First National Bank of Omaha Omaha, Nebraska	$0	-$160K	0	–	Closed
1225	First National Trust Hermitage, Pennsylvania	$0	-$452K	0	–	Closed