← 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
1251
MUS
Mitsubishi UFJ Securities
Japan
$0 -$74K 0 – Closed
1252
MPAM
Monarch Partners Asset Management
Massachusetts
$0 -$9.82M 0 – Closed
1253
MIS
Morningstar Investment Services
Illinois
$0 -$375K 0 – Closed
1254
MC
Muhlenkamp & Co
Pennsylvania
$0 -$248K 0 – Closed
1255
Natixis
Natixis
France
$0 -$1.83M 0 – Closed
1256
NEIRG
New England Investment & Retirement Group
Massachusetts
$0 -$1.74M 0 – Closed
1257
NMIS
Northwestern Mutual Investment Services
Wisconsin
$0 $0 0 – Closed
1258
OC
Orange Capital
New York
$0 -$58.7M 0 – Closed
1259
PC
Pier Capital
Connecticut
$0 -$2.92M 0 – Closed
1260
PFG
Piershale Financial Group
Illinois
$0 -$11K 0 – Closed
1261
PRCM
Pine River Capital Management
Minnesota
$0 -$171K 0 – Closed
1262
PCR
Potrero Capital Research
California
$0 -$3.15M 0 – Closed
1263
RIG
Roosevelt Investment Group
New York
$0 -$1.42M 0 – Closed
1264
RCM
Rotella Capital Management
Washington
$0 -$520K 0 – Closed
1265
RFWA
RPg Family Wealth Advisory
Massachusetts
$0 -$3.78M 0 – Closed
1266
RS Investment Management
RS Investment Management
California
$0 -$9.09M 0 – Closed
1267
Saba Capital Management
Saba Capital Management
New York
$0 -$2.48M 0 – Closed
1268
SFP
Santa Fe Partners
New Mexico
$0 -$1.11M 0 – Closed
1269
SCP
Scoria Capital Partners
Connecticut
$0 -$5.42M 0 – Closed
1270
SCC
Second Curve Capital
Pennsylvania
$0 -$579K 0 – Closed
1271
SCA
Secor Capital Advisors
New York
$0 -$1.3M 0 – Closed
1272
SSWM
Sheets Smith Wealth Management
North Carolina
$0 -$933K 0 – Closed
1273
Silvercrest Asset Management
Silvercrest Asset Management
New York
$0 -$636K 0 – Closed
1274
Simplicity Solutions
Simplicity Solutions
Minnesota
$0 -$1.65M 0 – Closed
1275
SAMC
Spectrum Asset Management (California)
California
$0 -$702K 0 – Closed