← 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
2201
CPWM
Cypress Point Wealth Management
Texas
$0 -$15K 0 – Closed
2202
DWM
Darwin Wealth Management
Florida
$0 -$1.46M 0 – Closed
2203
DC
Diametric Capital
Massachusetts
$0 -$700K 0 – Closed
2204
ECM
EII Capital Management
New York
$0 -$1.52M 0 – Closed
2205
EA
Emerald Advisors
Washington
$0 -$219K 0 – Closed
2206
ER
Enlightenment Research
Florida
$0 -$1.21M 0 – Closed
2207
FCM
Firestone Capital Management
Florida
$0 -$76K 0 – Closed
2208
FB
First Bancorp
Maine
$0 -$24K 0 – Closed
2209
First Command Advisory Services
First Command Advisory Services
Texas
$0 -$1K 0 – Closed
2210
Flow Traders U.S.
Flow Traders U.S.
New York
$0 -$781K 0 – Closed
2211
GQG Partners
GQG Partners
Florida
$0 -$191M 0 – Closed
2212
GC
Gratia Capital
California
$0 -$2.08M 0 – Closed
2213
GTCM
Gyon Technologies Capital Management
New Jersey
$0 -$561K 0 – Closed
2214
HA
Herold Advisors
New York
$0 -$41K 0 – Closed
2215
HPC
Hobart Private Capital
North Carolina
$0 -$728K 0 – Closed
2216
HWM
Hohimer Wealth Management
Washington
$0 -$777K 0 – Closed
2217
IWA
IBEX Wealth Advisors
New Jersey
$0 -$212K 0 – Closed
2218
IAIM
International Assets Investment Management
Florida
$0 -$113K 0 – Closed
2219
IM
Islet Management
New York
$0 -$3.81M 0 – Closed
2220
JCM
Jacobi Capital Management
Pennsylvania
$0 -$665K 0 – Closed
2221
JPLA
Joseph P. Lucia & Associates
New York
$0 -$97K 0 – Closed
2222
KPF
K2 Principal Fund
Ontario, Canada
$0 -$19.2M 0 – Closed
2223
KIG
Kowal Investment Group
Wisconsin
$0 -$42K 0 – Closed
2224
LAI
Legal Advantage Investments
California
$0 -$284K 0 – Closed
2225
M1FG
Mach-1 Financial Group
Arkansas
$0 +$505 1 0% New