← 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
1501
ACM
Avalon Capital Management
California
$0 -$975K 0 – Closed
1502
Balentine LLC
Balentine LLC
Georgia
$0 -$6K 0 – Closed
1503
Banco Santander
Banco Santander
Spain
$0 -$72.9M 0 – Closed
1504
BCM
Barometer Capital Management
Ontario, Canada
$0 -$24.5M 0 – Closed
1505
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$0 -$1K 0 – Closed
1506
BL
BFSG LLC
California
$0 -$637K 0 – Closed
1507
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$12.4M 0 – Closed
1508
CA
Calton & Associates
Florida
$0 -$305K 0 – Closed
1509
Capstone Investment Advisors
Capstone Investment Advisors
New York
$0 -$703K 0 – Closed
1510
Castle Hook Partners
Castle Hook Partners
New York
$0 -$3.01M 0 – Closed
1511
CWM
Catamount Wealth Management
Connecticut
$0 -$2.51M 0 – Closed
1512
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$0 -$1.75M 0 – Closed
1513
CCA
Checchi Capital Advisers
California
$0 -$200K 0 – Closed
1514
CIM
Chiron Investment Management
New York
$0 -$5M 0 – Closed
1515
CPC
Congress Park Capital
New York
$0 -$951K 0 – Closed
1516
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0 -$672K 0 – Closed
1517
CA
Continuum Advisory
Idaho
$0 -$228K 0 – Closed
1518
CC
Courier Capital
New York
$0 -$277K 0 – Closed
1519
CPA
Court Place Advisors
Maryland
$0 -$204K 0 – Closed
1520
CCM
Cribstone Capital Management
Maine
$0 -$20K 0 – Closed
1521
CCS
Crosspoint Capital Strategies
California
$0 -$3.76M 0 – Closed
1522
CCB
Cutter & Co Brokerage
Missouri
$0 -$315K 0 – Closed
1523
C
CVentures
Colorado
$0 -$234M 0 – Closed
1524
DWM
Darwin Wealth Management
Florida
$0 -$2.12M 0 – Closed
1525
DCP
Diameter Capital Partners
New York
$0 -$335K 0 – Closed