← 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
1826	Clal Insurance Tel-Aviv, Israel	$0	-$51M	0	–	Closed
1827	CCP Clarkston Capital Partners Rochester, Michigan	$0	-$200K	0	–	Closed
1828	CCT Country Club Trust Kansas City, Missouri	$0	-$309K	0	–	Closed
1829	Cowen and Company New York	$0	-$308K	0	–	Closed
1830	CU CQS (US) New York	$0	-$8.24M	0	–	Closed
1831	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$0	-$2.45M	0	–	Closed
1832	DAM Deltec Asset Management New York	$0	-$181K	0	–	Closed
1833	DFO Duquesne Family Office New York	$0	-$18.6M	0	–	Closed
1834	EGA E&G Advisors Houston, Texas	$0	-$596K	0	–	Closed
1835	Element Capital Management New York	$0	-$12.5M	0	–	Closed
1836	FEG Financial Enhancement Group Anderson, Indiana	$0	$0	1	0%	Maintained
1837	FHA Flagship Harbor Advisors Boston, Massachusetts	$0	-$207K	0	–	Closed
1838	Flow Traders U.S. New York	$0	-$623K	0	–	Closed
1839	FBCM Fort Baker Capital Management Larkspur, California	$0	-$7.77M	0	–	Closed
1840	FL Fort LP Chevy Chase, Maryland	$0	-$486K	0	–	Closed
1841	FM Forward Management San Francisco, California	$0	-$439K	0	–	Closed
1842	FFA Founders Financial Alliance Raleigh, North Carolina	$0	-$41K	0	–	Closed
1843	FA Friess Associates Greenville, Delaware	$0	-$1.48M	0	–	Closed
1844	GC Gillson Capital Chicago, Illinois	$0	-$8.43M	0	–	Closed
1845	Glazer Capital LLC New York	$0	-$9.8M	0	–	Closed
1846	GC GMT Capital Atlanta, Georgia	$0	-$4.05M	0	–	Closed
1847	GQG Partners Ft. Lauderdale, Florida	$0	-$175M	0	–	Closed
1848	GIP Granite Investment Partners El Segundo, California	$0	-$2.94M	0	–	Closed
1849	GA GRS Advisors Chicago, Illinois	$0	-$24.6M	0	–	Closed
1850	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$318K	0	–	Closed