← 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
2301
BAM
Bosun Asset Management
Illinois
$0 -$274K 0 – Closed
2302
BCM
Brasada Capital Management
Texas
$0 -$156K 0 – Closed
2303
BTWM
Brass Tax Wealth Management
Ohio
$0 -$230K 0 – Closed
2304
BA
Bridgewater Advisors
New York
$0 -$1.06M 0 – Closed
2305
BFA
Bright Financial Advisors
Michigan
$0 $0 0 – Closed
2306
BCM
Brown Capital Management
Maryland
$0 -$410K 0 – Closed
2307
BMCM
Burns Matteson Capital Management
New York
$0 -$1.64M 0 – Closed
2308
CCM
Candlestick Capital Management
Connecticut
$0 -$87.6M 0 – Closed
2309
Cantor Fitzgerald
Cantor Fitzgerald
New York
$0 -$451K 0 – Closed
2310
CGIM
Capital Group Investment Management
Singapore
$0 -$922K 0 – Closed
2311
CIA
Capital Impact Advisors
Massachusetts
$0 -$178K 0 – Closed
2312
CTFG
Capstone Triton Financial Group
Oklahoma
$0 -$737K 0 – Closed
2313
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0 -$298K 0 – Closed
2314
Castle Hook Partners
Castle Hook Partners
New York
$0 -$778K 0 – Closed
2315
CCG
Catalina Capital Group
California
$0 -$208K 0 – Closed
2316
CBFP
Cedar Brook Financial Partners
Ohio
$0 -$300K 0 – Closed
2317
Check Capital Management
Check Capital Management
California
$0 -$211K 0 – Closed
2318
Churchill Management
Churchill Management
California
$0 -$10.7M 0 – Closed
2319
Close Asset Management
Close Asset Management
United Kingdom
$0 -$129K 0 – Closed
2320
CWA
CM Wealth Advisors
Ohio
$0 -$271K 0 – Closed
2321
CCS
Concentric Capital Strategies
Connecticut
$0 -$2.56M 0 – Closed
2322
CPM
Connective Portfolio Management
New York
$0 -$1.15M 0 – Closed
2323
CF
Copperwynd Financial
Arizona
$0 -$855K 0 – Closed
2324
CWAF
Core Wealth Advisors (Florida)
Florida
$0 -$16.5K 0 – Closed
2325
CFM
Coronation Fund Managers
South Africa
$0 -$6.52M 0 – Closed