← 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
2001	MCM Mainstay Capital Management Grand Blanc, Michigan	$0	-$834K	0	–	Closed
2002	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	+$92	1	0%	New
2003	Meag Munich Ergo Munich, Germany	$0	-$482K	0	–	Closed
2004	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0	-$18.3M	0	–	Closed
2005	MIM Monashee Investment Management Boston, Massachusetts	$0	-$2.42M	0	–	Closed
2006	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$0	-$580K	0	–	Closed
2007	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$0	-$561K	0	–	Closed
2008	Ossiam Paris, France	$0	-$488K	0	–	Closed
2009	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$0	-$19K	0	–	Closed
2010	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	-$83K	0	–	Closed
2011	PAR Capital Management Boston, Massachusetts	$0	-$428K	0	–	Closed
2012	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$0	-$94K	0	–	Closed
2013	PWAM Park West Asset Management San Francisco, California	$0	-$14.8M	0	–	Closed
2014	Pentwater Capital Management Naples, Florida	$0	-$341K	0	–	Closed
2015	PIA Perennial Investment Advisors Los Angeles, California	$0	-$727K	0	–	Closed
2016	PWP Personal Wealth Partners Bloomington, Minnesota	$0	-$4K	0	–	Closed
2017	PFA Pettinga Financial Advisors Evansville, Indiana	$0	-$398K	0	–	Closed
2018	PFMOSF Philadelphia Financial Management of San Francisco San Francisco, California	$0	-$8.66M	0	–	Closed
2019	PCM Pinz Capital Management New York	$0	-$5.32M	0	–	Closed
2020	Point72 Asset Management Stamford, Connecticut	$0	-$6.02M	0	–	Closed
2021	PWAG Polaris Wealth Advisory Group San Rafael, California	$0	-$204K	0	–	Closed
2022	Prime Capital Investment Advisors Overland Park, Kansas	$0	-$318K	0	–	Closed
2023	PSP Principal Street Partners Memphis, Tennessee	$0	-$244K	0	–	Closed
2024	PCP Proficio Capital Partners Newton, Massachusetts	$0	-$224K	0	–	Closed
2025	PWM PRW Wealth Management Quincy, Massachusetts	$0	-$336K	0	–	Closed