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Select Construction and Housing Portfolio
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
BOB'S DISCOUNT F 0 49,300 49,300 0.14% $1.05M
CARDINAL INFRA-A 0 21,800 21,800 0.09% $702.40K
WAYFAIR INC- A 0 900 900 0.01% $68.70K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
NVR INC 205 0 -205 0.00% -$1.54M
MID AMERICA APT CMNTY INC 110 0 -110 0.00% -$14.95K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
INVITATION HOMES INC 678,260 710,080 31,820 2.46% -$423.42K
FLOOR & DECOR-A 177,460 187,000 9,540 1.70% $1.63M
CAMDEN PROP TR 86,190 113,300 27,110 1.61% $3.11M
SIMPSON MFG 61,130 62,390 1,260 1.59% $1.84M
BUILDERS FIRSTSOURCE 98,715 111,915 13,200 1.53% $592.83K
CAVCO INDUSTRIES INC 12,130 12,730 600 0.97% $123.29K
JAMES HARDIE-CDI 221,823 294,612 72,789 0.94% $2.76M
MERITAGE HOMES CORP 76,800 91,600 14,800 0.91% $1.30M
MODINE MFG CO 16,400 24,400 8,000 0.73% $2.89M
EQUITY RESIDENTIAL REIT 27,970 55,870 27,900 0.46% $1.80M
COMPASS INC - A 315,920 316,280 360 0.41% -$208.16K
RH 14,600 17,849 3,249 0.39% $656.94K
HERC HOLDINGS INC 11,800 14,000 2,200 0.26% $372.67K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
HOME DEPOT INC 313,300 312,230 -1,070 15.63% $7.05M
LOWES COS INC 396,285 371,115 -25,170 12.91% $2.09M
JOHNSON CONTROLS INTERNATIONAL PLC 385,701 360,551 -25,150 6.84% $7.17M
TRANE TECHNOLOGIES PLC 97,370 95,170 -2,200 5.79% $2.96M
QUANTA SVCS INC 69,369 66,379 -2,990 4.92% $5.13M
CRH PLC 291,440 278,850 -12,590 4.40% -$1.50M
MARTIN MAR MTLS 48,940 46,830 -2,110 4.17% $1.18M
COMFORT SYSTEMS USA INC 19,665 18,815 -850 3.54% $7.68M
PULTEGROUP INC 142,805 136,645 -6,160 2.47% $584.33K
SUN COMMUNITIES INC - REIT 131,700 124,380 -7,320 2.23% $4.67K
EMCOR GROUP INC 23,320 22,310 -1,010 2.13% $1.82M
TOLL BROTHERS INC 89,220 85,380 -3,840 1.77% $949.52K
TEMPUR SEALY INTERNATIONAL INC 152,700 148,510 -4,190 1.75% -$681.97K
CARLISLE COS INC 34,930 33,420 -1,510 1.73% $2.08M
TOPBUILD CORP 32,400 24,670 -7,730 1.45% -$3.60M
CARRIER GLOBAL CORP 162,560 155,550 -7,010 1.32% $1.10M
ESSEX PROPERTY TRUST INC 36,300 35,510 -790 1.19% -$510.45K
ARMSTRONG WORLD INDUSTRIES INC 47,510 46,950 -560 1.07% -$868.72K
Fidelity Securities Lending Cash Central Fund 8,461,805 8,096,030 -365,775 1.06% -$365.81K
WILLSCOT MOBILE MINI HOLDINGS CORP 366,590 349,100 -17,490 0.99% $303.90K
EAGLE MATERIALS INC 34,850 33,220 -1,630 0.98% -$362.01K
AECOM 78,480 74,870 -3,610 0.96% -$757.88K
WILLIAMS-SONOMA INC 41,160 30,500 -10,660 0.82% -$1.14M
DR HORTON INC 37,326 34,936 -2,390 0.74% -$331.82K
KB HOME 73,840 64,240 -9,600 0.54% -$665.75K
VULCAN MATERIALS CO 13,546 12,586 -960 0.51% -$124.75K
AAON INC 45,170 36,870 -8,300 0.49% -$491.25K
Fidelity Cash Central Fund 4,566,660 3,333,460 -1,233,200 0.44% -$1.23M
WHIRLPOOL CORP 21,970 19,270 -2,700 0.17% -$380.73K
TREX CO INC 74,100 30,200 -43,900 0.16% -$1.34M
ELME COMMUNITIES 549,480 282,500 -266,980 0.08% -$8.93M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GRANITE CONSTRUCTION INC 46,870 46,870 0 0.83% $1.26M
IES HOLDINGS INC 9,600 9,600 0 0.63% $737.09K
SHERWIN WILLIAMS CO 6,970 6,970 0 0.33% $131.73K
LENNAR CORP CL A 17,820 17,820 0 0.27% -$301.87K
FLUOR CORP 38,300 38,300 0 0.26% $359.25K
AMER WOODMARK CO 35,230 35,230 0 0.23% -$177.21K
BLU INVESTMENTS LLC PP 11,990,913 11,990,913 0 0.00% $0

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