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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
276	Peregrine Capital Management Minneapolis, Minnesota	$42.8M	-$2.46M	4	1.01%	Reduced
277	Markel Group Glen Allen, Virginia	$42.6M	$0	1	0.51%	Maintained
278	First Manhattan New York	$42.5M	-$116K	10	0.14%	Reduced
279	Mutual of America Capital Management New York	$42.4M	-$3.01M	16	0.45%	Reduced
280	Mitsubishi UFJ Asset Management Tokyo, Japan	$42.3M	+$2.78M	5	0.17%	Increased
281	Chevy Chase Trust Bethesda, Maryland	$42.3M	-$778K	4	0.15%	Reduced
282	State of Tennessee, Department of Treasury Nashville, Tennessee	$41.8M	-$7.12M	14	0.16%	Reduced
283	CU CDAM (UK) London, United Kingdom	$41M	$0	1	5.36%	Maintained
284	Thompson Siegel & Walmsley Richmond, Virginia	$40.9M	-$6.16M	5	0.58%	Reduced
285	ECM Ensemble Capital Management San Francisco, California	$40.7M	-$224K	1	3.53%	Reduced
286	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$40.2M	+$18.4M	4	0.54%	Increased
287	MIM Montgomery Investment Management Rockville, Maryland	$40.2M	+$234K	4	13.75%	Increased
288	Mercer Global Advisors Denver, Colorado	$40.2M	-$853K	12	0.24%	Reduced
289	Ingalls & Snyder LLC New York	$40M	-$2.89M	2	1.79%	Reduced
290	DekaBank Deutsche Girozentrale Frankfurt, Germany	$38.5M	+$5.72M	11	0.09%	Increased
291	Amalgamated Bank New York	$38.5M	-$1.31M	26	0.3%	Reduced
292	Amalgamated Financial New York	$38.5M	+$44.2M	26	0.31%	New
293	Acadian Asset Management Boston, Massachusetts	$38.3M	+$1.61M	14	0.16%	Increased
294	ACM Anomaly Capital Management New York	$37.9M	-$29.1M	1	1.65%	Reduced
295	Guggenheim Capital Chicago, Illinois	$37.8M	-$3.69M	15	0.23%	Reduced
296	GPCM Greenbrier Partners Capital Management Dallas, Texas	$37.3M	$0	1	3.52%	Maintained
297	MN Services Vermogensbeheer The Hague, Netherlands	$37.2M	-$3.03M	3	0.25%	Reduced
298	Employees Retirement System of Texas Austin, Texas	$37.2M	-$5.41M	5	0.44%	Reduced
299	TIM Timelo Investment Management Aurora, Ontario, Canada	$37.1M	-$123K	8	26.97%	Reduced
300	PIM Provident Investment Management Novi, Michigan	$36.9M	+$2.73M	1	3.54%	Increased