← 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
176	Los Angeles Capital Management Los Angeles, California	$32.7M	+$35.6M	12	0.46%	New
177	PIA Piedmont Investment Advisors Durham, North Carolina	$32.5M	+$36.9M	2	1.46%	New
178	Hermes Investment Management London Uk, United Kingdom	$31.9M	+$30.6M	1	1.24%	New
179	MVM McClain Value Management New Canaan, Connecticut	$31.8M	+$28M	1	6.81%	New
180	MTB Mizuho Trust & Banking Tokyo, Japan	$31.7M	+$34.7M	4	0.13%	New
181	BAMCO Inc New York	$30.8M	+$33.2M	4	0.16%	New
182	VOYA Investment Management Atlanta, Georgia	$30.6M	+$32.7M	16	0.08%	New
183	MMEA Mark Morris et al	$30.3M	+$32.3M	4	10.87%	New
184	AWCI Alpine Woods Capital Investors Purchase, New York	$30M	+$31.7M	9	1.91%	New
185	HCM Huber Capital Management El Segundo, California	$29.8M	+$32.8M	2	1.19%	New
186	GF Genworth Financial Glen Allen, Virginia	$29.3M	+$31.4M	2	0.91%	New
187	Blackstone Inc New York	$29.1M	+$30.3M	1	0.24%	New
188	Ingalls & Snyder LLC New York	$29.1M	+$31.2M	3	1.86%	New
189	CPM Chesapeake Partners Management Baltimore, Maryland	$28.6M	+$29.6M	1	1.83%	New
190	Comerica Bank Dallas, Texas	$28.3M	+$30.2M	12	0.23%	New
191	GE General Electric Evendale, Ohio	$28.2M	+$31.4M	2	0.15%	New
192	MLICM Metropolitan Life Insurance Company (MetLife) New York	$27.9M	+$30.3M	17	0.22%	New
193	Caxton Associates (New York) New York	$27.6M	+$25.6M	3	1.39%	New
194	MIA Mainstream Investment Advisers New Albany, Indiana	$27.3M	+$29M	10	16.79%	New
195	SCM Sirios Capital Management Boston, Massachusetts	$26.9M	+$30.6M	1	4.11%	New
196	AGCJ Alden Global Capital (Jersey) St. Helier, Jersey	$26.9M	+$27.5M	1	9.11%	New
197	CEP Chicago Equity Partners Chicago, Illinois	$26.8M	+$29.4M	2	0.83%	New
198	APG Asset Management Amsterdam, Netherlands	$26.7M	+$29.3M	4	0.08%	New
199	PRA Parametric Risk Advisors Westport, Connecticut	$26.4M	+$30M	1	1.82%	New
200	Nuveen Charlotte, North Carolina	$26.4M	+$28.6M	9	0.18%	New