← 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
1576
SAA
Southeast Asset Advisors
Georgia
$0 -$282K 0 – Closed
1577
SA
SRH Advisors
Kansas
$0 -$110K 0 – Closed
1578
SP
StackLine Partners
New York
$0 -$3.79M 0 – Closed
1579
SIM
Stelliam Investment Management
New York
$0 -$11.6M 0 – Closed
1580
SCM
Stevens Capital Management
Pennsylvania
$0 -$3.18M 0 – Closed
1581
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$0 -$41K 0 – Closed
1582
TFCM
Taylor Frigon Capital Management
Arizona
$0 -$1.06M 0 – Closed
1583
TU
TDAM USA
Ontario, Canada
$0 -$1.83M 0 – Closed
1584
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$0 -$9.17M 0 – Closed
1585
TFA
Transamerica Financial Advisors
Florida
$0 -$1K 0 – Closed
1586
TIM
Triad Investment Management
California
$0 -$1.59M 0 – Closed
1587
UFF
USA Financial Formulas
Michigan
$0 -$478K 0 – Closed
1588
VHAM
Van Hulzen Asset Management
California
$0 -$5.26M 0 – Closed
1589
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$0 -$20K 0 – Closed
1590
Viking Global Investors
Viking Global Investors
Connecticut
$0 -$9.82M 0 – Closed
1591
VEA
Virtus ETF Advisers
New York
$0 -$13K 0 – Closed
1592
WAM
Wakefield Asset Management
Colorado
$0 -$712K 0 – Closed
1593
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0 -$1.96M 0 – Closed
1594
W
WealthOne
New York
$0 -$41K 0 – Closed
1595
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$0 -$49K 0 – Closed
1596
Weiss Asset Management
Weiss Asset Management
Massachusetts
$0 -$3.66M 0 – Closed
1597
WDL
Well Done LLC
Michigan
$0 -$7K 0 – Closed
1598
WCA
Windsor Creek Advisors
Vermont
$0 -$282K 0 – Closed
1599
YMRC
Yorktown Management & Research Company
Virginia
$0 -$231K 0 – Closed
1600
ZIM
ZPR Investment Management
Florida
$0 -$131K 0 – Closed