← 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	Berkshire Hathaway Omaha, Nebraska	$106M	$0	2	0.04%	Maintained
177	Giverny Capital Montreal, Quebec, Canada	$102M	+$442K	3	4.31%	Increased
178	CF Corebridge Financial Houston, Texas	$102M	+$104M	28	0.56%	New
179	Natixis Advisors Boston, Massachusetts	$99M	+$4.73M	12	0.22%	Increased
180	EC Eminence Capital New York	$98.2M	+$13.1M	1	1.58%	Increased
181	Salem Investment Counselors Winston Salem, North Carolina	$95.7M	+$112K	8	3.09%	Increased
182	Panagora Asset Management Boston, Massachusetts	$95.1M	-$87.2M	11	0.48%	Reduced
183	HRT Financial New York	$94.5M	-$8.69M	16	0.53%	Reduced
184	B BloombergSen Toronto, Ontario, Canada	$94M	-$3.44M	1	5.92%	Reduced
185	Axa Paris, France	$93.3M	-$4.99M	10	0.28%	Reduced
186	Handelsbanken Fonder Stockholm, Sweden	$91.9M	-$11.7M	20	0.4%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$91.4M	-$52.4M	15	0.4%	Reduced
188	Ensign Peak Advisors Salt Lake City, Utah	$91.1M	-$17.1M	16	0.17%	Reduced
189	Truist Financial Charlotte, North Carolina	$91.1M	-$3.01M	19	0.14%	Reduced
190	5NCM 59 North Capital Management Houston, Texas	$90.8M	-$1.41M	1	4.48%	Reduced
191	Bridgeway Capital Management Houston, Texas	$89.1M	+$1.13M	14	2.08%	Increased
192	Raymond James Financial Services Advisors St. Petersburg, Florida	$88.5M	+$6.89M	14	0.13%	Increased
193	Schonfeld Strategic Advisors New York	$87.7M	-$13.5M	15	0.57%	Reduced
194	Markel Group Glen Allen, Virginia	$87.5M	+$1.38M	1	0.86%	Increased
195	Susquehanna International Group Bala Cynwyd, Pennsylvania	$87.4M	-$32.8M	26	0.02%	Reduced
196	Silvercrest Asset Management New York	$86.6M	-$868K	2	0.59%	Reduced
197	Zurich Insurance Group Zurich, Switzerland	$85M	-$8.87M	2	0.74%	Reduced
198	PGGM Investments Zeist, Netherlands	$84.9M	-$2.07M	5	1.22%	Reduced
199	State of Tennessee, Department of Treasury Nashville, Tennessee	$84.4M	-$5.19M	17	0.31%	Reduced
200	ACM Argent Capital Management St Louis, Missouri	$83.8M	-$1.73M	3	2.46%	Reduced