← 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
GAM
GVO Asset Management
Switzerland
$0 -$2.18M 0 – Closed
1977
GHA
GW Henssler & Associates
Georgia
$0 -$784K 0 – Closed
1978
HIM
Hanlon Investment Management
New Jersey
$0 -$834K 0 – Closed
1979
HCA
Harbour Capital Advisors
Virginia
$0 -$436K 0 – Closed
1980
HVM
Harvest Volatility Management
Connecticut
$0 -$7.14M 0 – Closed
1981
HFA
HC Financial Advisors
California
$0 -$17K 0 – Closed
1982
Homrich & Berg
Homrich & Berg
Georgia
$0 -$209K 0 – Closed
1983
IMC Chicago
IMC Chicago
Illinois
$0 -$2.25M 0 – Closed
1984
IA
Inspire Advisors
Idaho
$0 -$1.21M 0 – Closed
1985
InterOcean Capital Group
InterOcean Capital Group
Tennessee
$0 -$253K 0 – Closed
1986
ICM
Ionic Capital Management
New York
$0 -$849K 0 – Closed
1987
JCA
Jade Capital Advisors
New Jersey
$0 -$132K 0 – Closed
1988
JAWM
J. Arnold Wealth Management
Ohio
$0 -$21K 0 – Closed
1989
JCM
JS Capital Management
New York
$0 -$3.06M 0 – Closed
1990
KSCM
King Street Capital Management
New York
$0 -$5.08M 0 – Closed
1991
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$43K 0 – Closed
1992
KLC
Knowledge Leaders Capital
Colorado
$0 -$1.05M 0 – Closed
1993
LAM
L2 Asset Management
Massachusetts
$0 -$321K 0 – Closed
1994
LSAG
Lake Street Advisors Group
New Hampshire
$0 -$494K 0 – Closed
1995
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$0 -$28K 0 – Closed
1996
Laurion Capital Management
Laurion Capital Management
New York
$0 -$4M 0 – Closed
1997
LCM
Leisure Capital Management
California
$0 -$254K 0 – Closed
1998
LW
Linscomb Wealth
Texas
$0 -$211K 0 – Closed
1999
LSA
L & S Advisors
California
$0 -$8.79M 0 – Closed
2000
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$0 -$255K 0 – Closed