← 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	American Century Companies Kansas City, Missouri	$31.4M	-$40M	5	0.04%	Reduced
177	WC Walthausen & Co Malta, New York	$31.2M	+$19.3M	3	2.48%	Increased
178	RS Investment Management San Francisco, California	$31M	+$8.76M	1	0.2%	Increased
179	GH Green Holdings Hamilton, Bermuda	$31M	+$30.7M	1	10.37%	New
180	MVM McClain Value Management New Canaan, Connecticut	$30.8M	-$1.05M	1	6.51%	Reduced
181	Ingalls & Snyder LLC New York	$30.5M	-$658K	3	1.82%	Reduced
182	Comerica Bank Dallas, Texas	$30.3M	+$3.25M	14	0.21%	Increased
183	MAM Mark Asset Management New York	$30.3M	+$29.8M	4	9.62%	New
184	PIA Piedmont Investment Advisors Durham, North Carolina	$30.3M	+$647K	3	1.58%	Increased
185	RG Renaissance Group Covington, Kentucky	$30M	+$7.61M	2	1.27%	Increased
186	Emerald Advisers Leola, Pennsylvania	$29.8M	-$7.22M	4	1.69%	Reduced
187	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$29.8M	+$29.5M	1	0.26%	New
188	GCM Grandmaster Capital Management San Francisco, California	$29.7M	+$9.19M	2	14.52%	Increased
189	HCM Hayman Capital Management Dallas, Texas	$29.5M	+$29.3M	1	7.24%	New
190	abrdn Investment Management Edinburgh, United Kingdom	$29.2M	+$5.91M	4	0.17%	Increased
191	BlackRock Japan Tokyo, Japan	$28.8M	-$15.1M	9	0.14%	Reduced
192	Becker Capital Management Portland, Oregon	$28.6M	+$4.21M	1	1.31%	Increased
193	SC Saiers Capital New York	$28.5M	+$9.27M	4	4.23%	Increased
194	CPM Chesapeake Partners Management Baltimore, Maryland	$28.4M	$0	1	1.36%	Maintained
195	RIM Rainier Investment Management Seattle, Washington	$28.2M	-$48.5M	1	0.27%	Reduced
196	PAR Capital Management Boston, Massachusetts	$27.6M	$0	1	0.85%	Maintained
197	USAA United Services Automobile Association San Antonio, Texas	$26.5M	+$4.76M	5	0.11%	Increased
198	MLICM Metropolitan Life Insurance Company (MetLife) New York	$26.5M	+$16.7K	18	0.2%	Increased
199	GC Greenlight Capital New York	$25.9M	+$20.4M	2	0.43%	Increased
200	PRCM Pine River Capital Management Minnetonka, Minnesota	$25.9M	-$8.07M	3	0.28%	Reduced