← 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
1401
Perpetual Ltd
Perpetual Ltd
Australia
$0 -$4.23M 0 – Closed
1402
PRCM
Pine River Capital Management
Minnesota
$0 -$738K 0 – Closed
1403
PCA
Private Capital Advisors
Connecticut
$0 -$341K 0 – Closed
1404
QC
QCM Cayman
Texas
$0 -$426K 0 – Closed
1405
QAM
Quantres Asset Management
Cayman Islands
$0 -$587K 0 – Closed
1406
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$0 -$31.9M 0 – Closed
1407
SAM
Scopus Asset Management
New York
$0 -$1.07M 0 – Closed
1408
SCM
Silver Capital Management
New York
$0 -$513K 0 – Closed
1409
Simplicity Solutions
Simplicity Solutions
Minnesota
$0 -$987K 0 – Closed
1410
SICM
Sustainable Insight Capital Management
New York
$0 -$471K 0 – Closed
1411
TAM
Taylor Asset Management
Ontario, Canada
$0 -$774K 0 – Closed
1412
TC
TFS Capital
Pennsylvania
$0 -$2.73M 0 – Closed
1413
TIAA FSB
TIAA FSB
Florida
$0 -$286K 0 – Closed
1414
Tiedemann Advisors
Tiedemann Advisors
New York
$0 -$225K 0 – Closed
1415
TAL
TIG Advisors LLC
New York
$0 -$6.6M 0 – Closed
1416
TGA
Trilogy Global Advisors
Florida
$0 -$38.1M 0 – Closed
1417
TI
Turner Investments
Pennsylvania
$0 -$532K 0 – Closed
1418
TCM
Tuttle Capital Management
Connecticut
$0 -$631K 0 – Closed
1419
TCM
Twin Capital Management
Pennsylvania
$0 -$2.36M 0 – Closed
1420
USGIU
U.S. Global Investors (USGI)
Texas
$0 -$1.16M 0 – Closed
1421
VFA
Voya Financial Advisors
Connecticut
$0 -$303K 0 – Closed
1422
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$0 -$6.63M 0 – Closed
1423
Welch Group
Welch Group
Alabama
$0 -$491K 0 – Closed
1424
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$0 -$322K 0 – Closed
1425
WIS
Wright Investors Service
Connecticut
$0 -$331K 0 – Closed