← 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
1226
Diversified Trust
Diversified Trust
Tennessee
$0 -$477K 0 – Closed
1227
Dodge & Cox
Dodge & Cox
California
$0 -$115M 0 – Closed
1228
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$0 -$26.7M 0 – Closed
1229
EVC
Eidelman Virant Capital
Missouri
$0 -$407K 0 – Closed
1230
ECM
EII Capital Management
New York
$0 -$4.67M 0 – Closed
1231
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$0 -$1.01M 0 – Closed
1232
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$0 -$250K 0 – Closed
1233
FA
FDx Advisors
Illinois
$0 -$587K 0 – Closed
1234
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0 -$1.48M 0 – Closed
1235
FANJ
Financial Architects (New Jersey)
New Jersey
$0 -$121K 0 – Closed
1236
FFA
First Foundation Advisors
California
$0 -$732K 0 – Closed
1237
FCM
FJ Capital Management
Virginia
$0 -$393K 0 – Closed
1238
GWI
Grace & White Inc
New York
$0 -$311K 0 – Closed
1239
HHGA
Halbert Hargrove Global Advisors
California
$0 -$364K 0 – Closed
1240
HW
Hedeker Wealth
Illinois
$0 -$57K 0 – Closed
1241
HVCM
HG Vora Capital Management
New York
$0 -$10.5M 0 – Closed
1242
HCM
Highline Capital Management
New York
$0 -$54.4M 0 – Closed
1243
HCM
Hilton Capital Management
New York
$0 -$764K 0 – Closed
1244
HCM
Hollencrest Capital Management
California
$0 -$203K 0 – Closed
1245
HBWM
Hollow Brook Wealth Management
New York
$0 -$5.32M 0 – Closed
1246
HRT Financial
HRT Financial
New York
$0 -$639K 0 – Closed
1247
ICM
Ionic Capital Management
New York
$0 -$262K 0 – Closed
1248
KAM
Kassirer Asset Management
Ontario, Canada
$0 -$64K 0 – Closed
1249
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$0 -$147M 0 – Closed
1250
MSU
Maple Securities USA
New Jersey
$0 -$4.96M 0 – Closed