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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	VC Voss Capital Houston, Texas	$15.1M	+$7.44M	3	10.11%	Increased
377	LHC Lodge Hill Capital New York	$15.1M	+$6.18M	2	4.69%	Increased
378	FSCM Front Street Capital Management Missoula, Montana	$15.1M	+$889K	1	4.51%	Increased
379	LMR Partners London, United Kingdom	$14.9M	+$9.64M	5	0.37%	Increased
380	AssetMark Inc Concord, California	$14.8M	-$6.13M	9	0.11%	Reduced
381	AGC Angelo Gordon & Co New York	$14.8M	+$9.26M	2	2.02%	Increased
382	Glenview Trust Louisville, Kentucky	$14.7M	+$13M	2	0.84%	New
383	MC Muhlenkamp & Co Wexford, Pennsylvania	$14.7M	+$11.9M	2	7.85%	New
384	AWCI Alpine Woods Capital Investors Purchase, New York	$14.5M	-$1.02M	6	2.79%	Reduced
385	MKP Capital Management New York	$14.1M	+$12.4M	7	5.72%	New
386	PineBridge Investments New York	$14.1M	-$8.24M	5	0.27%	Reduced
387	DFO Duquesne Family Office New York	$14M	+$12M	2	0.43%	New
388	Braun Stacey Associates New York	$13.9M	+$2.02M	1	0.8%	Increased
389	Weiss Asset Management Boston, Massachusetts	$13.8M	+$13.5M	1	0.95%	New
390	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$13.7M	-$1.21M	18	0.25%	Reduced
391	DA Duality Advisers Miami, Florida	$13.7M	+$11.7M	4	1.24%	New
392	RBF Capital San Francisco, California	$13.6M	-$435K	8	1.47%	Reduced
393	TAM THB Asset Management Norwalk, Connecticut	$13.6M	-$1.23M	6	3.93%	Reduced
394	Gulf International Bank (UK) London, United Kingdom	$13.4M	+$57.6K	4	0.21%	Increased
395	Picton Mahoney Asset Management Toronto, Ontario, Canada	$13.3M	+$6.59M	2	0.77%	Increased
396	Hillsdale Investment Management Toronto, Ontario, Canada	$13.3M	+$169K	8	1.21%	Increased
397	Utah Retirement Systems Salt Lake City, Utah	$13.2M	+$59.9K	7	0.24%	Increased
398	HighTower Advisors Chicago, Illinois	$13.2M	+$120K	8	0.07%	Increased
399	PC Pier Capital Stamford, Connecticut	$13.1M	-$3.81M	2	2.1%	Reduced
400	Public Employees Retirement Association of Colorado Denver, Colorado	$13.1M	-$87.4K	17	0.07%	Reduced