← 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	IP Intellectus Partners San Francisco, California	$0	-$105K	0	–	Closed
2002	ICM Invenomic Capital Management Boston, Massachusetts	$0	-$2.4M	0	–	Closed
2003	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$0	-$144K	0	–	Closed
2004	JFG JDM Financial Group Austin, Texas	$0	-$6.37K	0	–	Closed
2005	JWM Jessup Wealth Management Dayton, Ohio	$0	-$4.79M	0	–	Closed
2006	JWWM Johnson & White Wealth Management York, Pennsylvania	$0	-$881K	0	–	Closed
2007	JRCM Jones Road Capital Management New York	$0	-$109K	0	–	Closed
2008	JEST JTC Employer Solutions Trustee St Helier, Jersey	$0	-$50K	0	–	Closed
2009	Junto Capital Management New York	$0	-$38.9M	0	–	Closed
2010	KL KIM LLC Wichita, Kansas	$0	-$3.02M	0	–	Closed
2011	Kohlberg Kravis Roberts & Co New York	$0	-$1.42M	0	–	Closed
2012	LBC Lawrence B. Cohen	$0	-$2.32M	0	–	Closed
2013	LS Leelyn Smith Geneva, Illinois	$0	-$9.98K	0	–	Closed
2014	LAM Lingohr Asset Management Duesseldorf, Germany	$0	-$453K	0	–	Closed
2015	MS Madden Securities Dallas, Texas	$0	-$1.86K	0	–	Closed
2016	Magnetar Financial Evanston, Illinois	$0	-$4.57M	0	–	Closed
2017	Marex Group London,	$0	-$474K	0	–	Closed
2018	MIAS Mason Investment Advisory Services Reston, Virginia	$0	-$468K	0	–	Closed
2019	Masters Capital Management Atlanta, Georgia	$0	-$12.7M	0	–	Closed
2020	MWM Mattern Wealth Management Lawrence, Kansas	$0	-$18.5K	0	–	Closed
2021	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
2022	MSCM McElhenny Sheffield Capital Management Dallas, Texas	$0	-$5.74K	0	–	Closed
2023	MC Meteora Capital Boca Raton, Florida	$0	-$434K	0	–	Closed
2024	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$0	-$2.47M	0	–	Closed
2025	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$0	-$21K	0	–	Closed