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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
TVM
Tiger Veda Management
New York
| $0 | -$5.77M | 0 | – | Closed |
|
| 1227 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
| $0 | -$459K | 0 | – | Closed |
|
| 1228 |
VCM
V3 Capital Management
Dallas,
Texas
| $0 | -$8.53M | 0 | – | Closed |
|
| 1229 |
Viking Global Investors
Stamford,
Connecticut
| $0 | -$82.1M | 0 | – | Closed |
|
| 1230 |
Voloridge Investment Management
Jupiter,
Florida
| $0 | -$760K | 0 | – | Closed |
|
| 1231 |
WCM Investment Management
Laguna Beach,
California
| $0 | -$6.36M | 0 | – | Closed |
|