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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
TCM
Tran Capital Management
San Rafael,
California
| $0 | -$1.2M | 0 | – | Closed |
|
| 1927 |
VPI
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $0 | -$1.03M | 0 | – | Closed |
|
| 1928 |
VI
Versor Investments
New York
| $0 | -$2.26M | 0 | – | Closed |
|
| 1929 |
VFP
Verus Financial Partners
Richmond,
Virginia
| $0 | -$1.31M | 0 | – | Closed |
|
| 1930 |
VIM
Vista Investment Management
Pittsburgh,
Pennsylvania
| $0 | -$202K | 0 | – | Closed |
|
| 1931 |
WIC
Water Island Capital
New York
| $0 | -$1.48M | 0 | – | Closed |
|
| 1932 |
WAOI
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $0 | -$6.7M | 0 | – | Closed |
|
| 1933 |
WQ
Wealth Quarterback
Toms River,
New Jersey
| $0 | -$208K | 0 | – | Closed |
|
| 1934 |
Weiss Asset Management
Boston,
Massachusetts
| $0 | -$11.3M | 0 | – | Closed |
|
| 1935 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
| $0 | -$5.16M | 0 | – | Closed |
|