← 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
1851	BPIM Brant Point Investment Management New York	$0	-$165K	0	–	Closed
1852	BCM Brasada Capital Management Houston, Texas	$0	-$3.22M	0	–	Closed
1853	BO BRR OpCo Columbus, Ohio	$0	-$1.08M	0	–	Closed
1854	CAM Cacti Asset Management Atlanta, Georgia	$0	-$133K	0	–	Closed
1855	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$0	-$770K	0	–	Closed
1856	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$0	$0	1	0%	Maintained
1857	Caxton Associates (New York) New York	$0	-$1.84M	0	–	Closed
1858	C Certuity North Palm Beach, Florida	$0	-$203K	0	–	Closed
1859	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$0	-$35K	0	–	Closed
1860	CCM Chiron Capital Management Tallahassee, Florida	$0	-$480K	0	–	Closed
1861	CCM Cobalt Capital Management Short Hills, New Jersey	$0	-$8.54M	0	–	Closed
1862	CCFM Cohen & Co Financial Management New York	$0	-$6K	0	–	Closed
1863	CTA Colonial Trust Advisors Spartanburg, South Carolina	$0	-$1.59M	0	–	Closed
1864	CT Columbia Trust Portland, Oregon	$0	-$225K	0	–	Closed
1865	CWP Concord Wealth Partners Abingdon, Virginia	$0	-$47K	0	–	Closed
1866	Confluence Wealth Services Mcmurray, Pennsylvania	$0	-$231K	0	–	Closed
1867	CP Covalent Partners Concord, Massachusetts	$0	-$2.32M	0	–	Closed
1868	CL CPWM LLC Seattle, Washington	$0	-$447K	0	–	Closed
1869	CCI Credit Capital Investments Livingston, New Jersey	$0	-$550K	0	–	Closed
1870	CA Cullinan Associates Louisville, Kentucky	$0	-$433K	0	–	Closed
1871	CWM Curi Wealth Management Raleigh, North Carolina	$0	-$62K	0	–	Closed
1872	CF Cypress Funds Los Angeles, California	$0	-$69.2M	0	–	Closed
1873	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$0	-$4K	0	–	Closed
1874	DCM Davidson Capital Management Corpus Christi, Texas	$0	-$2K	0	–	Closed
1875	DIM DC Investments Management Mclean, Virginia	$0	-$3.55M	0	–	Closed