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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	DZ Bank Frankfurt Am Main, Germany	$47.5M	+$3.18M	3	0.14%	Increased
227	Chevy Chase Trust Bethesda, Maryland	$47.2M	+$10.1M	5	0.19%	Increased
228	SIM Sadoff Investment Management Milwaukee, Wisconsin	$46.6M	-$804K	1	3.9%	Reduced
229	RIM Ranger Investment Management Dallas, Texas	$46M	-$1.12M	2	3.3%	Reduced
230	Arizona State Retirement System Phoenix, Arizona	$45.5M	-$10.3M	13	0.56%	Reduced
231	Pentwater Capital Management Naples, Florida	$45M	+$636K	1	0.7%	Increased
232	Mackenzie Financial Toronto Ontario, Ontario, Canada	$44.3M	+$36.4M	7	0.12%	Increased
233	ACG Anchorage Capital Group New York	$44M	-$5.95M	1	2.53%	Reduced
234	CC Cannell & Co New York	$43.1M	-$15.3M	5	1.63%	Reduced
235	Comerica Bank Dallas, Texas	$42.8M	-$4.65M	16	0.34%	Reduced
236	BCMNY Buckingham Capital Management (New York) New York	$42.5M	+$1.01M	3	5.44%	Increased
237	NPIC Neumeier Poma Investment Counsel Carmel, California	$42.3M	+$3.64M	1	3.53%	Increased
238	Zurich Insurance Group Zurich, Switzerland	$40.5M	+$28.9M	4	0.77%	Increased
239	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$40.4M	+$37.4M	1	1.63%	New
240	State of Alaska Department of Revenue Juneau, Alaska	$40.3M	+$16.5M	14	0.54%	Increased
241	Point72 Asset Management Stamford, Connecticut	$39.5M	-$19.5M	8	0.24%	Reduced
242	Westfield Capital Management Boston, Massachusetts	$39M	+$35.3M	1	0.31%	New
243	Peconic Partners New York	$38.6M	+$34.9M	2	8.98%	New
244	ACI AMP Capital Investors Sydney, Australia	$38.3M	+$7.03M	6	0.21%	Increased
245	QS Investors New York	$37.8M	-$325K	13	0.41%	Reduced
246	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$37.4M	+$6.75M	7	0.08%	Increased
247	Ingalls & Snyder LLC New York	$36.8M	-$368K	4	1.79%	Reduced
248	GPCM Greenbrier Partners Capital Management Dallas, Texas	$36.3M	-$195K	1	5.97%	Reduced
249	Peregrine Capital Management Minneapolis, Minnesota	$35.8M	-$4.07M	3	0.97%	Reduced
250	Emerald Advisers Leola, Pennsylvania	$35.5M	+$3.36M	3	1.66%	Increased