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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	Martingale Asset Management Boston, Massachusetts	$12.5M	-$1.52M	2	0.18%	Reduced
377	PAIM Punch & Associates Investment Management Edina, Minnesota	$12.5M	+$1.34M	1	1.2%	Increased
378	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$12.4M	+$397K	8	0.49%	Increased
379	1M 13D Management New York	$12.4M	-$311K	1	4.85%	Reduced
380	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	+$181K	8	0.09%	Increased
381	ARTA A.R.T. Advisors New York	$12.3M	-$3.25M	12	0.57%	Reduced
382	Barings Charlotte, North Carolina	$12.2M	+$6.47M	5	0.25%	Increased
383	ING Group Amsterdam, Netherlands	$12.2M	-$38.6M	2	0.22%	Reduced
384	PC Pier Capital Stamford, Connecticut	$12.1M	+$388K	2	2.07%	Increased
385	MRI Mad River Investors Boston, Massachusetts	$12.1M	+$4.66K	2	14.29%	Increased
386	TI Trigran Investments Northbrook, Illinois	$12.1M	$0	1	3.32%	Maintained
387	Ninety One (UK) London, United Kingdom	$12M	+$744K	2	0.06%	Increased
388	SCM Snow Capital Management Sewickley, Pennsylvania	$12M	+$138K	1	0.56%	Increased
389	SIG Schaller Investment Group Winston Salem, North Carolina	$11.8M	-$113K	1	6.32%	Reduced
390	BAMCO Inc New York	$11.8M	-$4.91M	1	0.06%	Reduced
391	CA Claar Advisors New York	$11.8M	$0	1	4.11%	Maintained
392	Engineers Gate Manager New York	$11.7M	+$5.83M	7	1.17%	Increased
393	Summit Partners Public Asset Management Boston, Massachusetts	$11.7M	+$4.52M	1	2.28%	Increased
394	CC Cipher Capital New York	$11.7M	-$1.69M	6	0.88%	Reduced
395	Manning & Napier Advisors Fairport, New York	$11.6M	-$1.27M	2	0.09%	Reduced
396	NAP New Amsterdam Partners New York	$11.5M	+$5.39M	2	2.71%	Increased
397	DIA Denver Investment Advisors Denver, Colorado	$11.2M	-$449K	2	0.5%	Reduced
398	GCIA Gabelli & Co Investment Advisers Rye, New York	$11M	+$2.37M	1	1.24%	Increased
399	WesBanco Bank Wheeling, West Virginia	$11M	-$226K	3	0.61%	Reduced
400	Gulf International Bank (UK) London, United Kingdom	$11M	+$533K	4	0.16%	Increased