← 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
1476
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$524K $0 1 0.02% Maintained
1477
Windward Capital Management
Windward Capital Management
California
$524K +$6.76K 1 0.05% Increased
1478
NVIM
New Vernon Investment Management
Illinois
$521K $0 1 0.87% Maintained
1479
Trust Asset Management
Trust Asset Management
Texas
$520K +$59K 2 0.07% Increased
1480
RPg Family Wealth Advisory
RPg Family Wealth Advisory
Massachusetts
$516K +$528K 1 0.21% New
1481
Apella Capital
Apella Capital
Connecticut
$513K +$62.9K 1 0.08% Increased
1482
Cahill Financial Advisors
Cahill Financial Advisors
Minnesota
$506K +$10.9K 1 0.11% Increased
1483
WR
WD Rutherford
Oregon
$504K +$79.8K 1 0.28% Increased
1484
BA
Birinyi Associates
Connecticut
$497K +$243K 1 0.17% Increased
1485
Lake Street Advisors Group
Lake Street Advisors Group
New Hampshire
$494K -$2.69K 2 0.04% Reduced
1486
Tolleson Wealth Management
Tolleson Wealth Management
Texas
$492K $0 1 0.13% Maintained
1487
Corsair Capital Management
Corsair Capital Management
New York
$489K +$553K 1 0.09% New
1488
Ossiam
Ossiam
France
$488K -$432K 1 0.01% Reduced
1489
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
$485K +$488K 1 0.05% New
1490
CVA Family Office
CVA Family Office
Colorado
$485K +$408K 7 0.14% Increased
1491
Periscope Capital
Periscope Capital
Ontario, Canada
$485K $0 1 0.02% Maintained
1492
Grassi Investment Management
Grassi Investment Management
California
$484K $0 1 0.05% Maintained
1493
SIA
SkyView Investment Advisors
New Jersey
$483K $0 1 0.23% Maintained
1494
Blue Fin Capital
Blue Fin Capital
Rhode Island
$482K $0 1 0.15% Maintained
1495
Meag Munich Ergo
Meag Munich Ergo
Germany
$482K -$885K 1 0.05% Reduced
1496
CT
Columbia Trust
Oregon
$478K +$23.6K 1 0.27% Increased
1497
Nations Financial Group
Nations Financial Group
Iowa
$473K +$491K 1 0.08% New
1498
1900 Wealth Management
1900 Wealth Management
Texas
$469K -$559 1 0.04% Reduced
1499
HH
HWG Holdings
Texas
$468K +$479K 1 0.2% New
1500
PMAS
PNC Managed Account Solutions
Texas
$468K +$469K 2 0.09% New