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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	Calamos Advisors Naperville, Illinois	$15M	+$5.24M	5	0.08%	Increased
377	IECM Intrinsic Edge Capital Management Chicago, Illinois	$15M	+$5.76M	2	1.78%	Increased
378	CM Crestline Management Fort Worth, Texas	$14.8M	+$14.6M	1	2%	New
379	DCM Dupont Capital Management Wilmington, Delaware	$14.8M	-$1.1M	10	0.34%	Reduced
380	Segall Bryant & Hamill Chicago, Illinois	$14.7M	+$1.13M	2	0.22%	Increased
381	PAIM Punch & Associates Investment Management Edina, Minnesota	$14.7M	+$106K	1	1.23%	Increased
382	State of Michigan Retirement System Lansing, Michigan	$14.6M	-$3.06M	7	0.13%	Reduced
383	EIA Edgemoor Investment Advisors Bethesda, Maryland	$14.5M	+$251K	1	1.84%	Increased
384	AWCI Alpine Woods Capital Investors Purchase, New York	$14.5M	-$206K	8	3%	Reduced
385	Factory Mutual Insurance Waltham, Massachusetts	$14.4M	$0	1	0.17%	Maintained
386	Jane Street New York	$14.3M	-$4.6M	12	0.03%	Reduced
387	ProShare Advisors Bethesda, Maryland	$14.2M	-$2.87M	12	0.09%	Reduced
388	Capital Fund Management (CFM) Paris, France	$14.1M	-$10.9M	1	0.13%	Reduced
389	Amalgamated Bank New York	$13.9M	+$663K	15	0.32%	Increased
390	OMERS Administration Corp Toronto, Ontario, Canada	$13.9M	+$12.8M	4	0.14%	Increased
391	MM Main Management San Francisco, California	$13.8M	+$766K	1	2.01%	Increased
392	Ariel Investments Chicago, Illinois	$13.7M	-$3.76M	2	0.17%	Reduced
393	HLCM Hi-Line Capital Management Watertown, South Dakota	$13.5M	+$35.6K	2	6.19%	Increased
394	FSCM Front Street Capital Management Missoula, Montana	$13.5M	+$1.68M	1	3.51%	Increased
395	MFWM Motley Fool Wealth Management Alexandria, Virginia	$13.4M	+$11.7M	1	0.84%	New
396	Salem Investment Counselors Winston Salem, North Carolina	$13.4M	-$2.94M	6	1.23%	Reduced
397	PP Paloma Partners Greenwich, Connecticut	$13.3M	+$4.2M	13	0.23%	Increased
398	Ladenburg Thalmann Financial Services Miami, Florida	$13.2M	+$5.28M	23	0.1%	Increased
399	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$13.1M	+$11.6M	2	1.03%	Increased
400	Hudson Bay Capital Management Stamford, Connecticut	$13.1M	+$2.25M	2	0.3%	Increased