← 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
Mizuho Markets Americas
Mizuho Markets Americas
New York
$0 -$10.9M 0 – Closed
2027
MCC
Money Concepts Capital
Florida
$0 -$495K 0 – Closed
2028
MPCL
My Personal CFO LLC
Washington
$0 -$22.8K 0 – Closed
2029
NERM
New England Research & Management
Illinois
$0 -$201K 0 – Closed
2030
NP
Ninepoint Partners
Ontario, Canada
$0 -$168K 0 – Closed
2031
NO
Ninety One
South Africa
$0 -$730K 0 – Closed
2032
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0 -$23.8M 0 – Closed
2033
OHWP
Oak Harbor Wealth Partners
North Carolina
$0 -$16.4K 0 – Closed
2034
Old Mission Capital
Old Mission Capital
Illinois
$0 -$273K 0 – Closed
2035
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$0 -$201K 0 – Closed
2036
Oribel Capital Management
Oribel Capital Management
New York
$0 -$4.84M 0 – Closed
2037
OFG
OTA Financial Group
New York
$0 -$240K 0 – Closed
2038
PP
Paloma Partners
Connecticut
$0 -$897K 0 – Closed
2039
PCM
Palouse Capital Management
Washington
$0 -$12.7M 0 – Closed
2040
PWS
Paragon Wealth Strategies
Florida
$0 -$72.1K 0 – Closed
2041
PC
Periscope Capital
Ontario, Canada
$0 -$6.25M 0 – Closed
2042
PCM
Pinnbrook Capital Management
New York
$0 -$1.79M 0 – Closed
2043
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$0 -$6.33M 0 – Closed
2044
PAM
Premier Asset Management
Illinois
$0 -$1.02M 0 – Closed
2045
PCM
Prentice Capital Management
Connecticut
$0 -$6.29M 0 – Closed
2046
PGAM
Princeton Global Asset Management
New Jersey
$0 -$27K 0 – Closed
2047
PO
Private Ocean
California
$0 -$547 0 – Closed
2048
PFT
Providence First Trust
Arizona
$0 -$1.06M 0 – Closed
2049
PA
PSI Advisors
Florida
$0 -$54.6K 0 – Closed
2050
Pzena Investment Management
Pzena Investment Management
New York
$0 -$291K 0 – Closed