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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	ACM Adelante Capital Management Alameda, California	$46.6M	+$4.32M	1	3.07%	Increased
327	HCM Horiko Capital Management New York	$46.5M	-$1.23M	2	14.23%	Reduced
328	First Manhattan New York	$46.3M	+$365K	10	0.15%	Increased
329	Verition Fund Management Greenwich, Connecticut	$45.9M	+$9.71M	19	0.31%	Increased
330	Tudor Investment Corp Stamford, Connecticut	$45.8M	-$14.3M	12	0.29%	Reduced
331	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$45.6M	-$39.4M	8	0.2%	Reduced
332	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$45.6M	-$2.69M	1	2.48%	Reduced
333	NCGI Next Century Growth Investors Plymouth, Minnesota	$45M	+$5.79M	4	3.91%	Increased
334	AC AltraVue Capital Bellevue, Washington	$44.6M	$0	1	4.84%	Maintained
335	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$44.1M	-$31.3M	2	0.15%	Reduced
336	Cannell & Spears New York	$44.1M	+$39.5M	4	0.91%	Increased
337	NSCM New South Capital Management Memphis, Tennessee	$44.1M	-$765K	1	1.84%	Reduced
338	SGI Summit Global Investments Bountiful, Utah	$44M	+$1.36M	15	3.27%	Increased
339	Picton Mahoney Asset Management Toronto, Ontario, Canada	$44M	+$18.3M	3	1.32%	Increased
340	Hood River Capital Management Palm Beach Gardens, Florida	$43.9M	+$19.8M	3	0.98%	Increased
341	Crossmark Global Holdings Houston, Texas	$43.9M	+$6.78M	14	0.84%	Increased
342	RR Robotti Robert	$43.7M	+$4.6K	5	5.93%	Increased
343	1SP 140 Summer Partners New York	$43.6M	+$36.7M	1	5.41%	New
344	Guggenheim Capital Chicago, Illinois	$43.3M	+$3.66M	15	0.31%	Increased
345	PineBridge Investments New York	$43.1M	+$3.1M	4	0.34%	Increased
346	Varma Mutual Pension Insurance Co Helsinki, Finland	$43M	-$136M	3	0.37%	Reduced
347	Vest Financial Mclean, Virginia	$42.9M	+$24.1M	7	1.14%	Increased
348	VanEck Associates New York	$42.6M	+$4.38M	9	0.06%	Increased
349	FP Foundry Partners Minneapolis, Minnesota	$42.6M	+$8.78M	6	2.27%	Increased
350	Hotchkis & Wiley Capital Management Los Angeles, California	$42.6M	-$9.86M	5	0.14%	Reduced