← 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
2026	OCM Ovata Capital Management Hong Kong	$0	-$7K	0	–	Closed
2027	PFG Pacific Financial Group Bellevue, Washington	$0	-$1.04M	0	–	Closed
2028	PR Payden & Rygel Los Angeles, California	$0	-$1.21M	0	–	Closed
2029	PIC PCJ Investment Counsel Toronto, Ontario, Canada	$0	-$3.2M	0	–	Closed
2030	PEAK6 Investments Chicago, Illinois	$0	-$10.3M	0	–	Closed
2031	P2P Phase 2 Partners San Francisco, California	$0	-$4.41M	0	–	Closed
2032	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$0	-$1.01M	0	–	Closed
2033	PCM Philosophy Capital Management Alamo, California	$0	-$636K	0	–	Closed
2034	PM Phraction Management Colchester, Connecticut	$0	-$1.6M	0	–	Closed
2035	PL Polianta Ltd St Helier, Jersey	$0	-$1.9M	0	–	Closed
2036	PM Precept Management Dallas, Texas	$0	-$3.62M	0	–	Closed
2037	PO Private Ocean San Rafael, California	$0	-$2K	2	0%	Reduced
2038	PVH Psagot Value Holdings Tel Aviv, Israel	$0	-$215K	0	–	Closed
2039	QC QCM Cayman Houston, Texas	$0	-$217K	0	–	Closed
2040	QTM qPULA Trading Management New York	$0	-$1.29M	0	–	Closed
2041	RA Rational Advisors Huntington, New York	$0	-$1.42M	0	–	Closed
2042	RFN Redwood Financial Network Solon, Ohio	$0	-$235K	0	–	Closed
2043	RVPG Relative Value Partners Group	$0	-$203K	0	–	Closed
2044	RCA Resonant Capital Advisors Madison, Wisconsin	$0	-$203K	0	–	Closed
2045	RFA Resurgent Financial Advisors Atlanta, Georgia	$0	-$268K	0	–	Closed
2046	RCS Retirement Capital Strategies San Jose, California	$0	-$217K	0	–	Closed
2047	RAM Riggs Asset Management Dallas, Pennsylvania	$0	-$16K	0	–	Closed
2048	RCA Riverview Capital Advisers Boston, Massachusetts	$0	-$734K	0	–	Closed
2049	RF Robbins Farley Bedford, New Hampshire	$0	-$6K	0	–	Closed
2050	Robeco Schweiz Zurich, Switzerland	$0	-$3.63M	0	–	Closed