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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
401	SRC Shufro Rose & Co New York	$10.1M	+$294K	2	1.08%	Increased
402	Diamond Hill Capital Management Columbus, Ohio	$10.1M	+$10.2M	1	0.07%	New
403	TSU TD Securities (USA) New York	$10.1M	+$1.1M	3	0.14%	Increased
404	TA Teton Advisors Rye, New York	$9.8M	+$213K	3	0.67%	Increased
405	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$9.76M	+$3.36M	9	0.07%	Increased
406	Virtu KCG Holdings New York	$9.74M	+$4.66M	13	0.17%	Increased
407	IMOV Investment Management of Virginia Richmond, Virginia	$9.68M	+$212K	2	2.23%	Increased
408	DIA Davidson Investment Advisors Great Falls, Montana	$9.67M	-$138K	1	1.45%	Reduced
409	Fred Alger Management New York	$9.63M	-$97M	2	0.04%	Reduced
410	Nordea Investment Management Stockholm, Sweden	$9.47M	+$3.5M	4	0.03%	Increased
411	Tower Research Capital (TRC) New York	$9.42M	+$7.14M	23	0.84%	Increased
412	Andra AP-fonden Goteborg, Sweden	$9.4M	+$1.82M	4	0.27%	Increased
413	Fifth Third Bancorp Cincinnati, Ohio	$9.37M	-$1.54M	15	0.08%	Reduced
414	IIA IPG Investment Advisors San Diego, California	$9.36M	+$176K	2	3.4%	Increased
415	Cubist Systematic Strategies Stamford, Connecticut	$9.3M	+$2.32M	11	0.45%	Increased
416	MSA Mason Street Advisors Milwaukee, Wisconsin	$9.26M	+$61.1K	10	0.28%	Increased
417	Waratah Capital Advisors Toronto, Ontario, Canada	$9.23M	+$3.59M	1	2.08%	Increased
418	CCMH Cornerstone Capital Management Holdings New York	$9.21M	+$2.38M	5	0.08%	Increased
419	HHC Hutchin Hill Capital New York	$9.19M	+$2.84M	6	0.24%	Increased
420	ZC Zelman Capital Beachwood, Ohio	$9.11M	+$5.03M	3	2.27%	Increased
421	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$9.08M	+$1.08M	3	0.18%	Increased
422	Davis Selected Advisers Tucson, Arizona	$9.02M	-$303K	1	0.03%	Reduced
423	NGA New Generation Advisors Manchester, Massachusetts	$9M	-$472K	1	3.74%	Reduced
424	Gulf International Bank (UK) London, United Kingdom	$8.93M	+$80.3K	4	0.16%	Increased
425	RIL Rothschild Investment LLC Chicago, Illinois	$8.74M	-$34.1K	1	1.01%	Reduced