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 | |
|---|---|---|---|---|---|---|---|
| 1351 |
SCGM
Starwood Capital Group Management
Miami Beach,
Florida
| $0 | -$138M | 0 | – | Closed |
|
| 1352 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $0 | -$4.16M | 0 | – | Closed |
|
| 1353 |
TimesSquare Capital Management
New York
| $0 | -$5.58M | 0 | – | Closed |
|
| 1354 |
UBS O'Connor
Chicago,
Illinois
| $0 | -$12.3M | 0 | – | Closed |
|
| 1355 |
VCM
Vigilant Capital Management
Portland,
Maine
| $0 | -$19K | 0 | – | Closed |
|
| 1356 |
WB
Webster Bank
Waterbury,
Connecticut
| $0 | -$8K | 0 | – | Closed |
|
| 1357 |
WCM
Windward Capital Management
Los Angeles,
California
| $0 | -$234K | 0 | – | Closed |
|