← 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
2426
AM
Ampfield Management
New York
$0 -$35.9M 0 – Closed
2427
Annandale Capital
Annandale Capital
Texas
$0 -$3.24M 0 – Closed
2428
APG Asset Management US
APG Asset Management US
New York
$0 -$21.7M 0 – Closed
2429
AIM
Arcadia Investment Management
Michigan
$0 -$41.6K 0 – Closed
2430
ALAM
Asahi Life Asset Management
Japan
$0 -$323K 0 – Closed
2431
ACM
Aubrey Capital Management
United Kingdom
$0 -$2.58M 0 – Closed
2432
BCG
BayBridge Capital Group
California
$0 -$1.12M 0 – Closed
2433
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0 -$5.58M 0 – Closed
2434
BDAM
Blue Door Asset Management
Connecticut
$0 -$3.37M 0 – Closed
2435
BPIM
Brant Point Investment Management
New York
$0 -$500K 0 – Closed
2436
BC
Bricktown Capital
Michigan
$0 -$1.92M 0 – Closed
2437
BSW Wealth Partners
BSW Wealth Partners
Colorado
$0 -$530K 0 – Closed
2438
CP
Camelot Portfolios
Ohio
$0 -$165K 0 – Closed
2439
CCM
Campbell Capital Management
Florida
$0 -$628K 0 – Closed
2440
CCG
Capital CS Group
California
$0 -$247K 0 – Closed
2441
Capital International Investors
Capital International Investors
California
$0 -$33.9M 0 – Closed
2442
CC
Carlson Capital
Texas
$0 -$56.6M 0 – Closed
2443
CIA
Cascade Investment Advisors
Oregon
$0 -$1.35M 0 – Closed
2444
CAM
CenterStar Asset Management
Illinois
$0 -$610K 0 – Closed
2445
Cinctive Capital Management
Cinctive Capital Management
New York
$0 -$5.52M 0 – Closed
2446
Corda Investment Management
Corda Investment Management
Texas
$0 -$1.08M 0 – Closed
2447
CAS
CTC Alternative Strategies
Illinois
$0 -$778K 0 – Closed
2448
Cyndeo Wealth Partners
Cyndeo Wealth Partners
Florida
$0 -$4.46M 0 – Closed
2449
CC
Cypress Capital
Tennessee
$0 -$1.38K 0 – Closed
2450
EC
EdgeRock Capital
Colorado
$0 -$86.6K 0 – Closed