← 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
1651	LAIC Lederer & Associates Investment Counsel Long Beach, California	$0	-$824K	0	–	Closed
1652	LWA Lenox Wealth Advisors New York	$0	+$194	1	0%	New
1653	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$0	+$1.61K	2	0%	New
1654	Locust Wood Capital Advisers New York	$0	-$10.6M	0	–	Closed
1655	LHC Lodge Hill Capital New York	$0	-$10.4M	0	–	Closed
1656	Lone Pine Capital Greenwich, Connecticut	$0	-$176M	0	–	Closed
1657	MAM Majedie Asset Management London, United Kingdom	$0	-$1.56M	0	–	Closed
1658	MIM Marco Investment Management Atlanta, Georgia	$0	-$469K	0	–	Closed
1659	Maven Securities St Helier, Jersey	$0	-$607K	0	–	Closed
1660	MCM McMillion Capital Management Greensboro, North Carolina	$0	-$19K	0	–	Closed
1661	Melvin Capital Management New York	$0	-$33.5M	0	–	Closed
1662	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$40.4M	0	–	Closed
1663	MIM Monashee Investment Management Boston, Massachusetts	$0	-$914K	0	–	Closed
1664	NIS National Investment Services Milwaukee, Wisconsin	$0	-$711K	0	–	Closed
1665	NERM New England Research & Management Chicago, Illinois	$0	-$1.45M	0	–	Closed
1666	NGA New Generation Advisors Manchester, Massachusetts	$0	-$196K	0	–	Closed
1667	NAM NorthCoast Asset Management Greenwich, Connecticut	$0	-$1.23M	0	–	Closed
1668	NIC Northwest Investment Counselors Lake Oswego, Oregon	$0	-$6K	0	–	Closed
1669	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$0	-$1.64M	0	–	Closed
1670	Peconic Partners New York	$0	-$38.6M	0	–	Closed
1671	PointState Capital New York	$0	-$17.7M	0	–	Closed
1672	PL Polianta Ltd St Helier, Jersey	$0	-$2.53M	0	–	Closed
1673	PAM Premier Asset Management Chicago, Illinois	$0	-$21.3M	0	–	Closed
1674	PO Private Ocean San Rafael, California	$0	-$63K	0	–	Closed
1675	QAM Q3 Asset Management Birmingham, Michigan	$0	-$278K	0	–	Closed