← 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	Northern Trust Company of Connecticut Stamford, Connecticut	$31.8M	+$3.27M	16	0.2%	Increased
202	Becker Capital Management Portland, Oregon	$31.4M	+$811K	1	1.29%	Increased
203	City National Bank Beverly Hills, Delaware	$31.3M	+$5.89M	3	0.47%	Increased
204	MVM McClain Value Management New Canaan, Connecticut	$31.2M	-$1.59M	1	6.15%	Reduced
205	GH Green Holdings Hamilton, Bermuda	$31.1M	$0	1	8.85%	Maintained
206	BlackRock Japan Tokyo, Japan	$30.9M	-$2.22M	8	0.14%	Reduced
207	Los Angeles Capital Management Los Angeles, California	$30.8M	+$3.91M	6	0.34%	Increased
208	MLICM Metropolitan Life Insurance Company (MetLife) New York	$30.4M	+$273K	18	0.21%	Increased
209	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$30.4M	+$498K	1	0.26%	Increased
210	Ninety One (UK) London, United Kingdom	$30.4M	+$8.64M	2	0.21%	Increased
211	Schroder Investment Management Group London, United Kingdom	$30.3M	-$8.67M	5	0.04%	Reduced
212	VOYA Investment Management Atlanta, Georgia	$29.6M	+$420K	17	0.07%	Increased
213	Scout Investments Kansas City, Missouri	$29.3M	+$348K	1	0.34%	Increased
214	Lord, Abbett & Co Jersey City, New Jersey	$29.2M	+$3.85M	2	0.07%	Increased
215	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$29.1M	+$3.87M	12	0.16%	Increased
216	DP DW Partners New York	$29.1M	$0	1	5.75%	Maintained
217	Aviva London, United Kingdom	$29M	+$6.17M	6	0.24%	Increased
218	Appaloosa Management Miami Beach, Florida	$29M	-$475K	1	0.36%	Reduced
219	CC Cannell & Co New York	$28.8M	+$23.4M	2	1.36%	Increased
220	HA Heartland Advisors Milwaukee, Wisconsin	$28.8M	+$26.3M	1	0.5%	New
221	CSC Cove Street Capital El Segundo, California	$28.4M	+$8.88M	1	5.27%	Increased
222	Weiss Multi-Strategy Advisers New York	$27.9M	+$24.5M	6	0.6%	Increased
223	Moore Capital Management New York	$27.8M	-$6.53K	3	0.44%	Reduced
224	PRA Parametric Risk Advisors Westport, Connecticut	$27.7M	$0	1	1.95%	Maintained
225	KCM Kingstown Capital Management New York	$26.7M	+$4.82M	1	3.32%	Increased