← 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
1276	ACP Atalan Capital Partners New York	$0	-$7.8M	0	–	Closed
1277	AP Atwood & Palmer Kansas City, Missouri	$0	-$106K	0	–	Closed
1278	Ballentine Partners Waltham, Massachusetts	$0	-$3K	0	–	Closed
1279	Bartlett & Co Cincinnati, Ohio	$0	-$31K	0	–	Closed
1280	BRC Bell Rock Capital Rehoboth Beach, Delaware	$0	+$472	1	0%	New
1281	BA Birinyi Associates Westport, Connecticut	$0	-$1M	0	–	Closed
1282	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$4.04M	0	–	Closed
1283	BPM Bronson Point Management Fairfield, Connecticut	$0	-$4.1M	0	–	Closed
1284	CIM Calvert Investment Management Bethesda, Maryland	$0	-$224K	0	–	Closed
1285	CAL Capital Advisors Ltd Shaker Heights, Ohio	$0	-$5K	0	–	Closed
1286	CIA Cascade Investment Advisors Oregon City, Oregon	$0	-$1.37K	0	–	Closed
1287	Cetera Advisors Denver, Colorado	$0	-$255K	0	–	Closed
1288	Chilton Investment Company Stamford, Connecticut	$0	-$1.85M	0	–	Closed
1289	CMI Cider Mill Investments Greenwich, Connecticut	$0	-$861K	0	–	Closed
1290	CP Clover Partners Dallas, Texas	$0	-$630K	0	–	Closed
1291	CMT Capital Markets Trading Frankfurt, Germany	$0	-$276K	0	–	Closed
1292	CS Comerica Securities Detroit, Michigan	$0	-$621K	0	–	Closed
1293	COI Connable Office Inc Kalamazoo, Michigan	$0	-$213K	0	–	Closed
1294	CIM Contravisory Investment Management Norwell, Massachusetts	$0	-$23K	0	–	Closed
1295	CA Cumberland Advisors Sarasota, Florida	$0	-$7.38M	0	–	Closed
1296	C CVentures Denver, Colorado	$0	-$174M	0	–	Closed
1297	DSI Daiwa SB Investments Tokyo, Japan	$0	-$3K	0	–	Closed
1298	Davis Selected Advisers Tucson, Arizona	$0	-$11.9M	0	–	Closed
1299	DPA Delphi Private Advisors San Diego, California	$0	-$3K	0	–	Closed
1300	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$0	-$285K	0	–	Closed