← 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
1551	IH IFC Holdings Tampa, Florida	$0	-$626K	0	–	Closed
1552	IFS Ifrah Financial Services Little Rock, Arkansas	$0	-$491K	0	–	Closed
1553	IP Isthmus Partners Madison, Wisconsin	$0	-$8K	0	–	Closed
1554	Jefferies Financial Group New York	$0	-$764K	0	–	Closed
1555	JCI Jet Capital Investors New York	$0	-$19.6M	0	–	Closed
1556	Junto Capital Management New York	$0	-$41.2M	0	–	Closed
1557	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	+$477	1	0%	New
1558	KCMRT Kemper Corp Master Retirement Trust Chicago, Illinois	$0	-$431K	0	–	Closed
1559	KIG Kessler Investment Group Columbus, Indiana	$0	-$24K	0	–	Closed
1560	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$11K	0	–	Closed
1561	KCM Kingdon Capital Management New York	$0	-$14.1M	0	–	Closed
1562	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$103M	0	–	Closed
1563	LCM Legato Capital Management San Francisco, California	$0	-$453K	0	–	Closed
1564	LA Leonetti & Associates Buffalo Grove, Illinois	$0	-$7.08M	0	–	Closed
1565	LCS Levin Capital Strategies New York	$0	-$354K	0	–	Closed
1566	LCG Lisanti Capital Growth New York	$0	-$2.07M	0	–	Closed
1567	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$0	-$216K	0	–	Closed
1568	London Company of Virginia Richmond, Virginia	$0	-$45.1M	0	–	Closed
1569	Loomis, Sayles & Company Boston, Massachusetts	$0	-$620K	0	–	Closed
1570	LC Lourd Capital Beverly Hills, California	$0	-$290K	0	–	Closed
1571	Luther King Capital Management (LKCM) Fort Worth, Texas	$0	-$277K	0	–	Closed
1572	MLIC Mandatum Life Insurance Company Helsinki, Finland	$0	-$6.24M	0	–	Closed
1573	Marshall Wace Asia Central, Hong Kong	$0	-$779K	0	–	Closed
1574	Meridian Wealth Management Lexington, Kentucky	$0	-$334K	0	–	Closed
1575	MAP Milestone Advisory Partners Southern Pines, North Carolina	$0	-$2.57M	0	–	Closed