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Housing & Home Improvement

Housing sets off a long chain of spending — land, construction, materials, appliances, financing, and everything bought after moving in. Interest rates control the whole sequence.

223 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
501
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$177M +$3.13M 10 2.51% Increased
502
RR
Robotti Robert
$175M +$4.43M 11 28.32% Increased
503
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$175M -$77.7M 3 0.74% Reduced
504
VC
Voss Capital
Texas
$175M -$56.6M 4 8.12% Reduced
505
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$174M -$361K 37 0.96% Reduced
506
EULAV Asset Management
EULAV Asset Management
Florida
$173M +$7.71M 6 5.51% Increased
507
Artemis Investment Management
Artemis Investment Management
United Kingdom
$171M -$34.4M 6 1.53% Reduced
508
PAIM
Punch & Associates Investment Management
Minnesota
$171M +$28.6M 11 8.44% Increased
509
OCAI
O'Connor Alternative Investments
New York
$170M +$198M 1 12.42% New
510
LHC
Lodge Hill Capital
New York
$168M -$25M 6 28.16% Reduced
511
CCP
Clough Capital Partners
Massachusetts
$167M +$51.2M 7 13.6% Increased
512
Manning & Napier Advisors
Manning & Napier Advisors
New York
$167M -$174M 31 2.14% Reduced
513
Weiss Asset Management
Weiss Asset Management
Massachusetts
$167M +$165M 11 1.75% Increased
514
CIP
Champlain Investment Partners
Vermont
$167M -$143M 5 4.29% Reduced
515
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$166M -$4.08M 10 1.61% Reduced
516
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$166M -$8.29M 22 2.65% Reduced
517
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$166M +$24.5M 3 1.78% Increased
518
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$165M -$7.89M 27 1.43% Reduced
519
SAM
Scopus Asset Management
New York
$164M +$30.4M 7 2.31% Increased
520
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$164M -$82.4K 11 1.88% Reduced
521
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$163M +$3.61M 75 1.76% Increased
522
Wedge Capital Management
Wedge Capital Management
North Carolina
$163M +$11.1M 23 2.68% Increased
523
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$162M +$84.8M 8 0.7% Increased
524
TAM
Third Avenue Management
New York
$162M +$1.76M 14 25.86% Increased
525
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$160M +$3.68M 74 1.18% Increased