← 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	KLC Knowledge Leaders Capital Denver, Colorado	$0	-$455K	0	–	Closed
2002	Laurion Capital Management New York	$0	-$244K	0	–	Closed
2003	LC LCNB Corp Lebanon, Ohio	$0	-$218K	0	–	Closed
2004	LP LGL Partners Philadelphia, Pennsylvania	$0	-$219K	0	–	Closed
2005	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$0	$0	0	–	Closed
2006	MMFA Main Management Fund Advisors San Francisco, California	$0	-$9.97M	0	–	Closed
2007	MHP Manatuck Hill Partners Westport, Connecticut	$0	-$9.54M	0	–	Closed
2008	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$0	-$824K	0	–	Closed
2009	Maven Securities St Helier, Jersey	$0	-$3M	0	–	Closed
2010	MFA McClarren Financial Advisors State College, Pennsylvania	$0	+$222	1	0%	New
2011	MUFG Americas New York	$0	-$57K	0	–	Closed
2012	MIC MU Investments Company Tokyo, Japan	$0	-$2.51M	0	–	Closed
2013	NA Navellier & Associates Reno, Nevada	$0	-$585K	0	–	Closed
2014	NC NinePointTwo Capital Los Angeles, California	$0	-$337K	0	–	Closed
2015	OCP Oakcliff Capital Partners New York	$0	-$6.1M	0	–	Closed
2016	OIS Okabena Investment Services Minneapolis, Minnesota	$0	-$45K	0	–	Closed
2017	OFS OneAscent Financial Services Birmingham, Alabama	$0	-$239K	0	–	Closed
2018	OWM OneAscent Wealth Management Birmingham, Alabama	$0	-$272K	0	–	Closed
2019	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$0	-$2.87M	0	–	Closed
2020	PM Parametrica Management Wanchai, Hong Kong	$0	-$727K	0	–	Closed
2021	PWAM Park West Asset Management San Francisco, California	$0	-$3.07M	0	–	Closed
2022	&Partners Nashville, Tennessee	$0	-$372K	0	–	Closed
2023	PP Passaic Partners Newark, New Jersey	$0	-$5.69M	0	–	Closed
2024	PHS Pekin Hardy Strauss Chicago, Illinois	$0	-$1.06M	0	–	Closed
2025	PC Pier Capital Stamford, Connecticut	$0	-$3.2M	0	–	Closed