← 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
1976
MIM
Meridiem Investment Management
United Kingdom
$0 -$20K 0 – Closed
1977
MIM
Merrion Investment Management
New Jersey
$0 -$24K 0 – Closed
1978
MTCM
Mint Tower Capital Management
Netherlands
$0 -$5K 0 – Closed
1979
Mission Wealth Management
Mission Wealth Management
California
$0 -$1.1M 0 – Closed
1980
MKP Capital Management
MKP Capital Management
New York
$0 -$38.3M 0 – Closed
1981
MPM
Mountaineer Partners Management
New York
$0 -$7.22M 0 – Closed
1982
MAM
Myriad Asset Management
Hong Kong
$0 -$6.96M 0 – Closed
1983
NISOA
National Investment Services of America
Wisconsin
$0 -$397K 0 – Closed
1984
NAM
Nexpoint Asset Management
Texas
$0 -$1.08M 0 – Closed
1985
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$0 -$216K 0 – Closed
1986
NAG
Northstar Advisory Group
New Jersey
$0 -$455K 0 – Closed
1987
NSB
Norway Savings Bank
Maine
$0 -$6K 0 – Closed
1988
NIM
NuWave Investment Management
New Jersey
$0 -$641K 0 – Closed
1989
OIM
Oder Investment Management
California
$0 -$6K 0 – Closed
1990
OP
Omni Partners
United Kingdom
$0 -$5.09M 0 – Closed
1991
OFG
OTA Financial Group
New York
$0 -$1.27M 0 – Closed
1992
OCAM
Owl Creek Asset Management
New York
$0 -$7.58M 0 – Closed
1993
PWS
Peloton Wealth Strategists
Indiana
$0 -$569K 0 – Closed
1994
PCM
Penn Capital Management
Pennsylvania
$0 -$402K 0 – Closed
1995
PWPS
Pinnacle Wealth Planning Services
Ohio
$0 -$734K 0 – Closed
1996
PS
Planned Solutions
California
$0 -$353K 0 – Closed
1997
PL
Polianta Ltd
Jersey
$0 -$1.26M 0 – Closed
1998
PM
Precept Management
Texas
$0 -$3.27M 0 – Closed
1999
PGAM
Princeton Global Asset Management
New Jersey
$0 -$128K 0 – Closed
2000
PFMU
Privium Fund Management (UK)
United Kingdom
$0 -$1.12M 0 – Closed