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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	VF Virtu Financial New York	$14.6M	+$13.9M	13	0.72%	New
377	DCCA D.C. Capital Advisors New York	$14.6M	$0	1	9.63%	Maintained
378	ECP Elk Creek Partners Denver, Colorado	$14.2M	+$1.77M	2	0.89%	Increased
379	PAIM Punch & Associates Investment Management Edina, Minnesota	$14M	+$1.53M	1	1.24%	Increased
380	AIM Alambic Investment Management Belvedere, California	$14M	+$7.24M	7	1.52%	Increased
381	Fifth Third Bancorp Cincinnati, Ohio	$13.7M	-$392K	9	0.1%	Reduced
382	Natixis Paris, France	$13.7M	+$1.74M	5	0.13%	Increased
383	Caxton Associates (New York) New York	$13.6M	-$7.99M	2	0.48%	Reduced
384	GS GAM Systematic Cambridge, United Kingdom	$13.6M	+$1.79M	7	1.95%	Increased
385	CIBC World Markets New York	$13.5M	-$32.7M	3	0.13%	Reduced
386	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$13.5M	+$1.74M	5	0.04%	Increased
387	GCIA Gabelli & Co Investment Advisers Rye, New York	$13.5M	-$2.01M	2	1.55%	Reduced
388	HCM Hilton Capital Management Garden City, New York	$13.4M	+$11.8M	1	2.26%	New
389	1M 13D Management New York	$13.3M	+$1.39M	1	5.07%	Increased
390	Fjarde Ap-fonden Stockholm, Sweden	$13.2M	-$268K	5	0.25%	Reduced
391	FAM Foundation Asset Management White Plains, New York	$13.2M	-$2.62M	1	4.11%	Reduced
392	IAM Impax Asset Management Portsmouth, New Hampshire	$13.1M	$0	1	0.75%	Maintained
393	Lazard Asset Management New York	$13.1M	+$8.93M	3	0.02%	Increased
394	ProShare Advisors Bethesda, Maryland	$13.1M	-$824K	9	0.12%	Reduced
395	HHC Hutchin Hill Capital New York	$13M	-$3.06M	10	0.49%	Reduced
396	Summit Partners Public Asset Management Boston, Massachusetts	$13M	$0	1	1.76%	Maintained
397	OAM Oxford Asset Management Oxford, United Kingdom	$12.9M	-$3.83M	9	0.25%	Reduced
398	PWS Paragon Wealth Strategies Jacksonville, Florida	$12.9M	+$459K	1	11.68%	Increased
399	MWAC Mariner Wealth Advisors (Cincinnati) Cincinnati, Ohio	$12.9M	+$863K	1	0.84%	Increased
400	NAP New Amsterdam Partners New York	$12.9M	-$1.6M	2	2.68%	Reduced