← 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
201	Findlay Park Partners London, United Kingdom	$26.3M	+$25.2M	1	0.34%	New
202	RG Renaissance Group Covington, Kentucky	$26M	+$28.5M	1	1.18%	New
203	Suntrust Banks Atlanta, Georgia	$26M	+$28.7M	10	0.11%	New
204	Jacobs Levy Equity Management Florham Park, New Jersey	$26M	+$28.1M	6	0.46%	New
205	TPSF Texas Permanent School Fund Austin, Texas	$26M	+$28.2M	10	0.27%	New
206	Weiss Multi-Strategy Advisers New York	$25.6M	+$26.8M	2	0.75%	New
207	PFU Parus Finance (UK) London, United Kingdom	$25.1M	+$27.6M	4	13.42%	New
208	LOAMU Lombard Odier Asset Management (USA) New York	$24.7M	+$21.7M	1	1.38%	New
209	AAP Ardsley Advisory Partners Stamford, Connecticut	$24.4M	+$27.2M	4	5.36%	New
210	USAA United Services Automobile Association San Antonio, Texas	$24.4M	+$27.1M	5	0.11%	New
211	abrdn Investment Management Edinburgh, United Kingdom	$24.4M	+$26.9M	3	0.15%	New
212	Hennessy Advisors Inc Novato, California	$24.3M	+$26.8M	3	1.22%	New
213	Becker Capital Management Portland, Oregon	$24.2M	+$21.3M	1	1.22%	New
214	AGF Investments Inc Toronto, Ontario, Canada	$24.2M	+$27.1M	3	0.28%	New
215	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$24.2M	+$25.8M	6	0.07%	New
216	MCM McKinley Capital Management Anchorage, Alaska	$24.1M	+$26.4M	1	1.21%	New
217	STRS Ohio Columbus, Ohio	$24M	+$26.4M	5	0.1%	New
218	BCM Brown Capital Management Baltimore, Maryland	$23.2M	+$25M	3	0.5%	New
219	SRES Starwood Real Estate Securities Greenwich, Connecticut	$23.2M	+$20.4M	1	3.81%	New
220	TM Tiger Management New York	$22.7M	+$20M	1	2.95%	New
221	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$22.6M	+$22.5M	8	0.13%	New
222	GPCM Greenbrier Partners Capital Management Dallas, Texas	$22.5M	+$24.7M	3	8.11%	New
223	ING Group Amsterdam, Netherlands	$22.4M	+$19.7M	1	0.12%	New
224	USS Investment Management London, United Kingdom	$22.3M	+$24.7M	1	0.48%	New
225	Perkins Investment Management Chicago, Illinois	$22.3M	+$21.7M	2	0.15%	New