← 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	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$0	-$1K	0	–	Closed
1252	LLC Latimer Light Capital New York	$0	-$6.53M	0	–	Closed
1253	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$0	-$1.53M	0	–	Closed
1254	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$0	-$14K	0	–	Closed
1255	MWVC Morgens Waterfall Vintiadis & Co New York	$0	-$5.25M	0	–	Closed
1256	NR Newfound Research Wellesley Hills, Massachusetts	$0	$0	3	0%	Maintained
1257	NYLT New York Life Trust New York	$0	-$101K	0	–	Closed
1258	NCM Numina Capital Management New York	$0	-$5.06M	0	–	Closed
1259	Nuveen Fund Advisors Chicago, Illinois	$0	-$119K	0	–	Closed
1260	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$3.75M	0	–	Closed
1261	PM Parametrica Management Wanchai, Hong Kong	$0	-$387K	0	–	Closed
1262	PAIA Park Avenue Institutional Advisers New York	$0	-$156K	0	–	Closed
1263	PCM Penn Capital Management Philadelphia, Pennsylvania	$0	-$9.3M	0	–	Closed
1264	PAG Pinnacle Advisory Group Columbia, Maryland	$0	-$215K	0	–	Closed
1265	RQS Ramsey Quantitative Systems Louisville, Kentucky	$0	-$958K	0	–	Closed
1266	RiverFront Investment Group Richmond, Virginia	$0	-$45.2M	0	–	Closed
1267	RGI River Global Investors London, United Kingdom	$0	-$54K	0	–	Closed
1268	RA RMR Advisors Newton, Massachusetts	$0	-$461K	0	–	Closed
1269	SM Sciencast Management Princeton, New Jersey	$0	-$1.65M	0	–	Closed
1270	SCA Secor Capital Advisors New York	$0	-$595K	0	–	Closed
1271	SFM Signature Financial Management Norfolk, Virginia	$0	-$211K	0	–	Closed
1272	SIM Sonora Investment Management Tucson, Arizona	$0	-$2.42K	0	–	Closed
1273	SM Southport Management Wilson, Wyoming	$0	-$1.84M	0	–	Closed
1274	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$0	-$1.11M	0	–	Closed
1275	SCM Symons Capital Management Pittsburgh, Pennsylvania	$0	-$342K	0	–	Closed