← 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
126
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$74.7M +$29.6M 10 0.24% Increased
127
Wedge Capital Management
Wedge Capital Management
North Carolina
$73.8M +$66.9M 2 0.74% Increased
128
RS Investment Management
RS Investment Management
California
$73.6M +$332K 2 0.66% Increased
129
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$73M -$1.53M 1 0.36% Reduced
130
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$72.9M +$549K 10 0.18% Increased
131
SCM
Schneider Capital Management
Pennsylvania
$72.7M -$10.1M 5 8.83% Reduced
132
CCM
Cornerstone Capital Management
Minnesota
$72.4M -$27.5M 1 2.35% Reduced
133
RP
RR Partners
New York
$70.9M +$285K 1 2.22% Increased
134
NFA
Nationwide Fund Advisors
Ohio
$70.1M +$2.18M 21 0.3% Increased
135
Harris Associates
Harris Associates
Illinois
$69.4M -$212K 1 0.11% Reduced
136
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$69.1M -$1.73M 5 0.13% Reduced
137
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$68.8M -$1.51M 17 0.22% Reduced
138
Fisher Asset Management
Fisher Asset Management
Washington
$68.3M +$2.82M 3 0.14% Increased
139
BlackRock
BlackRock
New York
$67.2M +$7.29M 20 0.1% Increased
140
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$66M +$1.51M 1 0.73% Increased
141
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$65.8M -$13M 5 0.16% Reduced
142
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$64.6M +$1.21M 19 0.19% Increased
143
Fred Alger Management
Fred Alger Management
New York
$63.5M +$31.2M 2 0.31% Increased
144
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$63.4M -$441K 19 0.5% Reduced
145
Scout Investments
Scout Investments
Missouri
$63.1M +$29.7M 2 0.97% Increased
146
HCM
Huber Capital Management
California
$63M -$7.08M 1 1.95% Reduced
147
Barclays
Barclays
United Kingdom
$62.3M -$37.4M 22 0.06% Reduced
148
ESCM
Echo Street Capital Management
New York
$61.3M +$15M 2 3.79% Increased
149
Macquarie Group
Macquarie Group
Australia
$59.8M +$6.46M 8 0.12% Increased
150
Calamos Advisors
Calamos Advisors
Illinois
$59.1M +$43M 4 0.39% Increased