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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
226	Korea Investment Corp Seoul, South Korea	$28.5M	-$2.18M	4	0.21%	Reduced
227	Jacobs Levy Equity Management Florham Park, New Jersey	$28M	+$19.1M	4	0.59%	Increased
228	Locust Wood Capital Advisers New York	$28M	+$9.6M	1	2.97%	Increased
229	TimesSquare Capital Management New York	$27.6M	+$427K	1	0.18%	Increased
230	State of Tennessee, Department of Treasury Nashville, Tennessee	$27.5M	+$2.76M	8	0.16%	Increased
231	LSV Asset Management Chicago, Illinois	$27.2M	+$1.63M	7	0.06%	Increased
232	Eagle Asset Management St Petersburg, Florida	$27M	-$28.9M	1	0.19%	Reduced
233	PAR Capital Management Boston, Massachusetts	$27M	$0	1	0.43%	Maintained
234	Two Sigma Investments New York	$27M	+$6.74M	7	0.13%	Increased
235	CCMH Cornerstone Capital Management Holdings New York	$26.9M	+$10.8M	5	0.22%	Increased
236	Los Angeles Capital Management Los Angeles, California	$26.9M	+$407K	5	0.24%	Increased
237	OC Oakmont Corp Los Angeles, California	$26.9M	-$6.46M	2	4.52%	Reduced
238	WI Wafra Inc New York	$26.6M	+$1.14M	2	3.03%	Increased
239	FQ First Quadrant Glendale, California	$26.6M	+$14.4M	4	0.58%	Increased
240	Bank of Nova Scotia Toronto, Ontario, Canada	$26.4M	+$23.5M	1	0.16%	New
241	Massachusetts Financial Services Boston, Massachusetts	$26.3M	+$24.8M	2	0.01%	New
242	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$26M	+$2.76M	5	0.27%	Increased
243	LPL Financial San Diego, California	$25.7M	-$3.24M	11	0.07%	Reduced
244	Bridgewater Associates Westport, Connecticut	$25.1M	+$15.1M	2	0.32%	Increased
245	Oaktree Capital Management Los Angeles, California	$25.1M	+$1.75M	1	0.45%	Increased
246	Frontier Capital Management Boston, Massachusetts	$25M	+$3.98M	1	0.2%	Increased
247	Curi RMB Capital Chicago, Illinois	$24.1M	+$3.82M	5	1.57%	Increased
248	ABC Anchor Bolt Capital Chicago, Illinois	$24.1M	+$15.8M	2	0.79%	Increased
249	Wasatch Advisors Salt Lake City, Utah	$24M	+$3.38M	1	0.37%	Increased
250	I.G. Investment Management Winnipeg, Manitoba, Canada	$23.9M	+$912K	3	0.1%	Increased