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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
376	ACI AMP Capital Investors Sydney, Australia	$10.2M	-$5.01M	5	0.06%	Reduced
377	IP Interval Partners New York	$10.2M	+$9.51M	2	2.34%	New
378	Wilmington Trust National Association Wilmington, Delaware	$10.1M	-$383K	3	0.35%	Reduced
379	QI Qualcomm Inc San Diego, California	$9.89M	-$112K	1	0.56%	Reduced
380	CCT Chemung Canal Trust Elmira, New York	$9.85M	+$134K	2	1.95%	Increased
381	FAB First American Bank Dundee, Illinois	$9.83M	-$264K	2	1.06%	Reduced
382	GC Greenlight Capital New York	$9.81M	$0	1	0.14%	Maintained
383	RAM Riggs Asset Management Dallas, Pennsylvania	$9.8M	-$2.21M	2	5.81%	Reduced
384	PCM Portolan Capital Management Boston, Massachusetts	$9.76M	-$1.08M	1	2.13%	Reduced
385	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$9.61M	+$8.93M	1	1.92%	New
386	LSC Lesa Sroufe & Co Seattle, Washington	$9.53M	+$91.4K	1	4.83%	Increased
387	HCM Hodges Capital Management Dallas, Texas	$9.49M	-$1.69M	2	0.44%	Reduced
388	CS Central Securities New York	$9.43M	+$9.7M	1	1.95%	New
389	Wasatch Advisors Salt Lake City, Utah	$9.39M	+$1.98M	1	0.09%	Increased
390	Aberdeen Asset Management Aberdeen, United Kingdom	$9.27M	+$6.9M	4	0.02%	Increased
391	PP PDT Partners New York	$9.26M	+$5.6M	6	0.25%	Increased
392	B BP London, United Kingdom	$9.23M	-$3.13M	1	0.29%	Reduced
393	CCM Cadence Capital Management Boston, Massachusetts	$9.21M	-$5.28M	2	0.44%	Reduced
394	D.A. Davidson & Co Great Falls, Montana	$9.16M	+$269K	11	0.31%	Increased
395	HRES Heitman Real Estate Securities Chicago, Illinois	$8.99M	+$8.63M	1	0.56%	New
396	RIL Rothschild Investment LLC Chicago, Illinois	$8.95M	+$179K	3	1.14%	Increased
397	MAI Capital Management Independence, Ohio	$8.93M	+$1.4M	3	0.86%	Increased
398	Cetera Advisors Denver, Colorado	$8.92M	-$311K	2	1%	Reduced
399	FRM Foundation Resource Management Little Rock, Arkansas	$8.91M	$0	1	1.09%	Maintained
400	SIG Schaller Investment Group Winston Salem, North Carolina	$8.87M	-$1.02M	1	5.26%	Reduced