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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
351	GIM Greystone Investment Management Cincinnati, Ohio	$11.3M	-$6.29K	1	4.49%	Reduced
352	WC Wexford Capital West Palm Beach, Florida	$11.3M	+$9.77M	15	0.96%	Increased
353	British Columbia Investment Management Victoria, British Columbia, Canada	$11.2M	+$1.25M	5	0.09%	Increased
354	ECA Endeavour Capital Advisors Greenwich, Connecticut	$11.1M	+$8.99M	1	1.41%	Increased
355	DCM Dupont Capital Management Wilmington, Delaware	$11.1M	+$2.54M	3	0.19%	Increased
356	ARC Absolute Return Capital Boston, Massachusetts	$11M	-$3.83M	2	0.12%	Reduced
357	Two Sigma Advisers New York	$10.9M	-$7.6M	6	0.11%	Reduced
358	OAM Oxford Asset Management Oxford, United Kingdom	$10.9M	+$9.22M	2	0.27%	Increased
359	Luther King Capital Management (LKCM) Fort Worth, Texas	$10.9M	+$2.84M	1	0.09%	Increased
360	SAM Scopus Asset Management New York	$10.9M	+$3.5M	2	0.25%	Increased
361	SCC Second Curve Capital Radnor, Pennsylvania	$10.9M	-$990K	1	2.26%	Reduced
362	LHC Lodge Hill Capital New York	$10.4M	+$9.67M	1	3.68%	New
363	CC Cannell Capital Alta, Wyoming	$10.4M	+$2.25M	2	4.24%	Increased
364	SCM Silver Capital Management New York	$10.4M	+$4.39M	1	9.2%	Increased
365	Wilmington Trust National Association Wilmington, Delaware	$10.3M	+$5.19M	3	0.38%	Increased
366	SAM Securian Asset Management St Paul, Minnesota	$10.3M	-$986K	7	0.39%	Reduced
367	FRM Foundation Resource Management Little Rock, Arkansas	$10.2M	-$1.28M	1	1.29%	Reduced
368	TI Trigran Investments Northbrook, Illinois	$10.2M	-$549K	1	4.52%	Reduced
369	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$10.2M	-$3.73M	3	1.48%	Reduced
370	BCM Bodri Capital Management San Francisco, California	$10.1M	+$9.02M	2	4.93%	New
371	Eaton Vance Management Boston, Massachusetts	$10.1M	+$649K	2	0.03%	Increased
372	Robeco Institutional Asset Management Rotterdam, Netherlands	$10.1M	+$1.88M	1	0.08%	Increased
373	Analytic Investors Los Angeles, California	$9.86M	+$7.03M	2	0.16%	Increased
374	Cetera Advisors Denver, Colorado	$9.85M	+$185K	2	1.46%	Increased
375	Castleark Management Chicago, Illinois	$9.8M	-$1.44M	4	0.28%	Reduced