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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	Davis Selected Advisers Tucson, Arizona	$11.9M	+$177K	1	0.05%	Increased
352	MRI Mad River Investors Boston, Massachusetts	$11.8M	-$97.9K	2	15.29%	Reduced
353	Baird Financial Group Milwaukee, Wisconsin	$11.8M	+$341K	3	0.1%	Increased
354	Natixis Advisors Boston, Massachusetts	$11.8M	-$3.65M	4	0.14%	Reduced
355	MCM Maltese Capital Management New York	$11.7M	+$3.68M	2	1.05%	Increased
356	SCM Sandler Capital Management New York	$11.7M	+$11.6M	1	1.05%	New
357	Acadian Asset Management Boston, Massachusetts	$11.7M	+$7.55M	9	0.06%	Increased
358	Martingale Asset Management Boston, Massachusetts	$11.7M	+$6.07M	2	0.16%	Increased
359	SIG Schaller Investment Group Winston Salem, North Carolina	$11.6M	+$3.43M	1	5.96%	Increased
360	CC Cipher Capital New York	$11.6M	-$3.21M	4	0.78%	Reduced
361	Hancock Whitney Gulfport, Mississippi	$11.5M	-$145K	2	0.43%	Reduced
362	Manning & Napier Advisors Fairport, New York	$11.5M	$0	2	0.08%	Maintained
363	CCMH Cornerstone Capital Management Holdings New York	$11.4M	-$812K	7	0.09%	Reduced
364	Picton Mahoney Asset Management Toronto, Ontario, Canada	$11.4M	-$2.19M	2	0.94%	Reduced
365	Sculptor Capital New York	$11.3M	-$302K	1	0.08%	Reduced
366	D.A. Davidson & Co Great Falls, Montana	$11.3M	+$1.27M	11	0.26%	Increased
367	Colony Group Boston, Massachusetts	$11.2M	+$1.61M	1	1.21%	Increased
368	VFA Virtus Fund Advisers Hartford, Connecticut	$11.2M	-$14.3K	1	0.1%	Reduced
369	PAIM Punch & Associates Investment Management Edina, Minnesota	$11.2M	-$648K	1	1.11%	Reduced
370	Artemis Investment Management Edinburgh, United Kingdom	$11.1M	+$2.21M	2	0.3%	Increased
371	M2MC Matthew 25 Management Corp Ambler, Pennsylvania	$11.1M	+$2M	1	3.13%	Increased
372	TCGI Three Corner Global Investors New York	$11M	+$11.5M	1	4.31%	New
373	HCM Hodges Capital Management Dallas, Texas	$10.9M	+$2.37M	2	0.5%	Increased
374	Candriam SCA Strassen, Luxembourg, Luxembourg	$10.8M	+$9.19M	2	0.25%	Increased
375	Ninety One (UK) London, United Kingdom	$10.7M	-$8.25M	2	0.06%	Reduced