← 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
151	Swiss National Bank Zurich, Switzerland	$47M	+$3.15M	18	0.18%	Increased
152	KCM Kingstown Capital Management New York	$46.8M	+$19.2M	1	5.85%	Increased
153	CF Cypress Funds Los Angeles, California	$46.5M	$0	4	11.21%	Maintained
154	Capital Guardian Trust Los Angeles, California	$46M	-$6.77M	3	0.31%	Reduced
155	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$45.6M	+$7.63M	2	0.35%	Increased
156	OC Oakmont Corp Los Angeles, California	$45.6M	-$1.78M	4	7.09%	Reduced
157	HSBC Holdings London, United Kingdom	$45.5M	-$44.7M	11	0.11%	Reduced
158	PC Paulson & Co New York	$45M	$0	1	0.22%	Maintained
159	Winton Capital Management London, United Kingdom	$44.8M	+$20.9M	3	0.31%	Increased
160	State of Wisconsin Investment Board Madison, Wisconsin	$44.8M	+$3.5M	10	0.17%	Increased
161	Acadian Asset Management Boston, Massachusetts	$44.3M	+$26.2M	4	0.23%	Increased
162	DP DW Partners New York	$43.9M	+$21M	4	5.53%	Increased
163	City National Bank Beverly Hills, Delaware	$43.6M	+$14.4M	3	0.61%	Increased
164	Parametric Portfolio Associates Seattle, Washington	$43.4M	-$3.32M	15	0.1%	Reduced
165	GGHC Gilder Gagnon Howe & Co New York	$42.8M	+$1.53M	1	0.58%	Increased
166	LPL Financial San Diego, California	$41.7M	+$3.84M	7	0.26%	Increased
167	AIG American International Group New York	$41.5M	+$759K	24	0.2%	Increased
168	Nuveen Charlotte, North Carolina	$41.3M	+$17.7M	11	0.25%	Increased
169	FIM FourPoints Investment Managers Paris, France	$41.2M	-$4.62M	1	3.94%	Reduced
170	Adage Capital Partners Boston, Massachusetts	$41.2M	-$2.11M	4	0.11%	Reduced
171	Crawford Investment Counsel Atlanta, Georgia	$40.5M	+$6.63M	1	1.47%	Increased
172	C Consulta London, United Kingdom	$40M	+$37M	1	5.26%	New
173	SIM Sadoff Investment Management Milwaukee, Wisconsin	$39.5M	+$1.48M	2	5.24%	Increased
174	Ingalls & Snyder LLC New York	$39.5M	+$42.2K	4	2.12%	Increased
175	ALA Atherton Lane Advisers Menlo Park, California	$38.9M	+$4.76M	2	2.4%	Increased