← 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
1926
MPPW
Mitchell & Pahl Private Wealth
Oklahoma
$0 -$307K 0 – Closed
1927
MVA
Mount Vernon Associates
Maryland
$0 -$200K 0 – Closed
1928
NSLI
Nan Shan Life Insurance
Taiwan
$0 -$30.8M 0 – Closed
1929
NIMI
Natixis Investment Managers International
France
$0 -$1.2M 0 – Closed
1930
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$3.45M 0 – Closed
1931
NIM
NuWave Investment Management
New Jersey
$0 -$51K 0 – Closed
1932
OA
Oak Associates
Ohio
$0 -$8.48M 0 – Closed
1933
OC
Oakmont Corp
California
$0 -$69.1M 0 – Closed
1934
OTL
Oak Thistle LLC
New York
$0 -$238K 0 – Closed
1935
OWA
Opal Wealth Advisors
New York
$0 -$266K 0 – Closed
1936
OCAM
Owl Creek Asset Management
New York
$0 -$123K 0 – Closed
1937
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0 -$168K 0 – Closed
1938
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$6.39M 0 – Closed
1939
PP
PrairieView Partners
Minnesota
$0 -$53K 0 – Closed
1940
PTCG
Pring Turner Capital Group
California
$0 -$204K 0 – Closed
1941
Pzena Investment Management
Pzena Investment Management
New York
$0 -$264K 0 – Closed
1942
QI
Qtron Investments
Massachusetts
$0 -$420K 0 – Closed
1943
QC
Quantedge Capital
Singapore
$0 -$515K 0 – Closed
1944
RWM
RBA Wealth Management
California
$0 -$2.52M 0 – Closed
1945
RWP
Revolve Wealth Partners
New Jersey
$0 -$200K 0 – Closed
1946
RAM
Roanoke Asset Management
New Jersey
$0 -$226K 0 – Closed
1947
RIM
Rockbridge Investment Management
New York
$0 -$58.3K 0 – Closed
1948
RIA
RPG Investment Advisory
California
$0 -$4.85M 0 – Closed
1949
SC
Sagefield Capital
Texas
$0 -$140K 0 – Closed
1950
Samlyn Capital
Samlyn Capital
New York
$0 -$27.3M 0 – Closed