← 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
2051	GSC Ground Swell Capital Folly Beach, South Carolina	$0	-$323K	0	–	Closed
2052	GCMG Gyroscope Capital Management Group Naples, Florida	$0	-$1.75M	0	–	Closed
2053	Hillsdale Investment Management Toronto, Ontario, Canada	$0	-$808K	0	–	Closed
2054	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$0	-$4.48M	0	–	Closed
2055	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$259K	0	–	Closed
2056	IP Interval Partners New York	$0	-$736K	0	–	Closed
2057	ICM Islay Capital Management Lubbock, Texas	$0	-$1.29M	0	–	Closed
2058	JCM Jag Capital Management St Louis, Missouri	$0	-$210K	0	–	Closed
2059	KM Kalos Management Alpharetta, Georgia	$0	-$4.7K	0	–	Closed
2060	KCM Kempner Capital Management Galveston, Texas	$0	-$1.28M	0	–	Closed
2061	LCM Lakewood Capital Management New York	$0	-$42.2M	0	–	Closed
2062	LCM Lattice Capital Management Kirkland, Washington	$0	-$577K	0	–	Closed
2063	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$0	-$2.44K	0	–	Closed
2064	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$0	-$7.57M	0	–	Closed
2065	LAM LifePro Asset Management San Diego, California	$0	-$3.58M	0	–	Closed
2066	LIM Longfellow Investment Management Boston, Massachusetts	$0	-$977	0	–	Closed
2067	LCM Lynwood Capital Management Toronto, Ontario, Canada	$0	-$326K	0	–	Closed
2068	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$0	-$5.88M	0	–	Closed
2069	MCM Masterton Capital Management New York	$0	-$8.6M	0	–	Closed
2070	MFA McClarren Financial Advisors State College, Pennsylvania	$0	$0	1	0%	Maintained
2071	MFG Mendota Financial Group Madison, Wisconsin	$0	-$120K	0	–	Closed
2072	MIIM Mesirow Institutional Investment Management Chicago, Illinois	$0	-$4.61M	0	–	Closed
2073	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$0	-$72.5M	0	–	Closed
2074	MIA Milestone Investment Advisors Middleton, Wisconsin	$0	-$3.18K	0	–	Closed
2075	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$0	-$2.15K	0	–	Closed