← 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
1301
OAM
Orinda Asset Management
California
$0 -$543K 0 – Closed
1302
PC
Passport Capital
California
$0 -$241K 0 – Closed
1303
PIC
PCJ Investment Counsel
Ontario, Canada
$0 -$2.72M 0 – Closed
1304
PCM
Pennant Capital Management
New Jersey
$0 -$64M 0 – Closed
1305
Perpetual Ltd
Perpetual Ltd
Australia
$0 -$2.6M 0 – Closed
1306
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$15.8M 0 – Closed
1307
Pinnacle Associates
Pinnacle Associates
New York
$0 -$134K 0 – Closed
1308
PAI
Pittenger & Anderson Inc
Nebraska
$0 -$2K 0 – Closed
1309
PCM
Pointe Capital Management
Michigan
$0 -$380K 0 – Closed
1310
PAM
Premier Asset Management
Illinois
$0 -$10.5M 0 – Closed
1311
QI
Qualcomm Inc
California
$0 -$5.41M 0 – Closed
1312
QSS
Quantitative Systematic Strategies
Florida
$0 -$499K 0 – Closed
1313
RIM
Rainier Investment Management
Washington
$0 -$11.5M 0 – Closed
1314
RA
Rational Advisors
New York
$0 -$164K 0 – Closed
1315
RG
Renaissance Group
Kentucky
$0 -$318K 0 – Closed
1316
RCP
Rothschild Capital Partners
New York
$0 -$3.2M 0 – Closed
1317
SC
Seawolf Capital
New York
$0 -$777K 0 – Closed
1318
SSWM
Sheets Smith Wealth Management
North Carolina
$0 -$1.1M 0 – Closed
1319
SC
Shellback Capital
Massachusetts
$0 -$9M 0 – Closed
1320
SI
SII Investments
Wisconsin
$0 -$201K 0 – Closed
1321
SAM
Solaris Asset Management
New York
$0 -$4K 0 – Closed
1322
SA
Springowl Associates
New York
$0 -$741K 0 – Closed
1323
SIG
Stanford Investment Group
California
$0 -$5K 0 – Closed
1324
Stephens Inc
Stephens Inc
Arkansas
$0 -$648K 0 – Closed
1325
SCM
Stonebridge Capital Management
California
$0 -$154K 0 – Closed