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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
326	T Tahithromos New York	$10M	-$3.61M	3	1.71%	Reduced
327	KLWA Kelly Lawrence W & Associates Pasadens, California	$10M	+$2.31M	2	2.37%	Increased
328	HT HAP Trading New York	$10M	+$2.75M	2	0.32%	Increased
329	Two Sigma Investments New York	$9.87M	-$88.1M	3	0.06%	Reduced
330	Hennessy Advisors Inc Novato, California	$9.86M	-$13.6M	2	0.45%	Reduced
331	Samlyn Capital New York	$9.84M	+$9.68M	1	0.27%	New
332	Oppenheimer & Co New York	$9.78M	+$3.28M	8	0.34%	Increased
333	Jacobs Levy Equity Management Florham Park, New Jersey	$9.76M	-$15.8M	2	0.17%	Reduced
334	Sculptor Capital New York	$9.58M	-$63.9K	2	0.03%	Reduced
335	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$9.55M	+$2.51M	6	0.07%	Increased
336	BCMNY Buckingham Capital Management (New York) New York	$9.39M	+$4.53M	2	0.91%	Increased
337	Donald Smith & Co New York	$9.37M	-$294K	1	0.2%	Reduced
338	CII CR Intrinsic Investors Stamford, Connecticut	$9.35M	-$191K	3	0.29%	Reduced
339	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$9.33M	-$2.04M	2	1.29%	Reduced
340	PineBridge Investments New York	$9.3M	+$1.35M	5	0.29%	Increased
341	DMK David M. Knott	$9.27M	-$1.71M	2	1.77%	Reduced
342	AM Account Management Boxford, Massachusetts	$9.25M	+$15.8K	2	7.64%	Increased
343	MPAM Monarch Partners Asset Management Boston, Massachusetts	$9.16M	+$5.93M	4	3.22%	Increased
344	WCM Investment Management Laguna Beach, California	$9.07M	+$314K	1	0.47%	Increased
345	CO Caldwell & Orkin Norcross, Georgia	$8.98M	-$7.48M	3	5.28%	Reduced
346	Federated Hermes Pittsburgh, Pennsylvania	$8.96M	-$74.5M	7	0.03%	Reduced
347	SCC Second Curve Capital Radnor, Pennsylvania	$8.91M	+$8.7M	1	2%	New
348	MCP Moab Capital Partners Southampton, New York	$8.9M	-$6.34M	1	5.29%	Reduced
349	Mutual of America Capital Management New York	$8.85M	-$426K	8	0.24%	Reduced
350	Natixis Paris, France	$8.85M	+$8.48M	1	0.09%	Increased