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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	% of Portfolio	Status
2526	SHFP Second Half Financial Partners Sebring, Florida	$0	-$209K	–	Closed
2527	SWM Segment Wealth Management Houston, Texas	$0	-$523K	–	Closed
2528	Select Equity Group New York	$0	-$20.1M	–	Closed
2529	SCP Sender Company & Partners New York	$0	-$580K	–	Closed
2530	Seven Grand Managers Bronxville, New York	$0	-$180K	–	Closed
2531	SI Severin Investments St. Louis, Missouri	$0	-$308K	–	Closed
2532	SI Shaker Investments Cleveland, Ohio	$0	-$4.52M	–	Closed
2533	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$0	-$1.87K	–	Closed
2534	SFS Sharp Financial Services Horsham, Pennsylvania	$0	-$290K	–	Closed
2535	SSIM Sheets Smith Investment Management Houston, Texas	$0	-$1.34M	–	Closed
2536	SWM Shepherd Wealth Management Cincinnati, Ohio	$0	-$889K	–	Closed
2537	SG Sienna Gestion Paris, France	$0	-$227K	–	Closed
2538	SW SMART Wealth Omaha, Nebraska	$0	-$247K	–	Closed
2539	SMC Smith, Moore & Co Clayton, Missouri	$0	-$928K	–	Closed
2540	SPC Spirepoint Private Client Vero Beach, Florida	$0	-$941K	–	Closed
2541	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$0	-$126K	–	Closed
2542	SAM Steinberg Asset Management New York	$0	-$1.35M	–	Closed
2543	SCM Stevens Capital Management Radnor, Pennsylvania	$0	-$401K	–	Closed
2544	SG StoneX Group New York	$0	-$999K	–	Closed
2545	SAM Strategy Asset Managers Pasadena, California	$0	-$201K	–	Closed
2546	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$0	-$47.6K	–	Closed
2547	SA Sycale Advisors New York	$0	-$10.6M	–	Closed
2548	SAM Synergy Asset Management Vancouver, Washington	$0	-$151K	–	Closed
2549	TPW Talon Private Wealth The Villages, Florida	$0	-$46.8K	–	Closed
2550	TCI Wealth Advisors Tucson, Arizona	$0	-$206K	–	Closed