← 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
1801
AWS
AJ Wealth Strategies
New York
$0 -$898K 0 – Closed
1802
Alpha Cubed Investments
Alpha Cubed Investments
California
$0 -$328K 0 – Closed
1803
Alphadyne Asset Management
Alphadyne Asset Management
New York
$0 -$9.8M 0 – Closed
1804
AW
Alpha Windward
Massachusetts
$0 -$2.56M 0 – Closed
1805
Americana Partners
Americana Partners
Texas
$0 -$268K 0 – Closed
1806
AFS
Amtrust Financial Services
New York
$0 -$2.14M 0 – Closed
1807
AGC
Angelo Gordon & Co
New York
$0 -$2.9M 0 – Closed
1808
APG Asset Management US
APG Asset Management US
New York
$0 -$38.3M 0 – Closed
1809
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$0 -$1.59M 0 – Closed
1810
AWA
Arete Wealth Advisors
Illinois
$0 -$207K 0 – Closed
1811
ARTA
A.R.T. Advisors
New York
$0 -$604K 0 – Closed
1812
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$0 -$1.48M 0 – Closed
1813
AAM
Azzad Asset Management
Virginia
$0 -$532K 0 – Closed
1814
Barings
Barings
North Carolina
$0 -$3.22M 0 – Closed
1815
BBL
Beck Bode LLC
Massachusetts
$0 -$23K 0 – Closed
1816
Blackstone Inc
Blackstone Inc
New York
$0 -$4.4M 0 – Closed
1817
BWM
BNC Wealth Management
Oregon
$0 -$10K 0 – Closed
1818
BIM
Bogle Investment Management
Massachusetts
$0 -$399K 0 – Closed
1819
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$13.2M 0 – Closed
1820
Caprock Group
Caprock Group
Idaho
$0 -$208K 0 – Closed
1821
Carmignac Gestion
Carmignac Gestion
France
$0 -$1.84M 0 – Closed
1822
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$0 -$388K 0 – Closed
1823
Caxton Associates (New York)
Caxton Associates (New York)
New York
$0 -$1.58M 0 – Closed
1824
CCM
Chiron Capital Management
Florida
$0 -$82K 0 – Closed
1825
Churchill Management
Churchill Management
California
$0 -$8.61M 0 – Closed