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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	Utah Retirement Systems Salt Lake City, Utah	$8.07M	-$57K	7	0.22%	Reduced
402	Palisade Capital Management Fort Lee, New Jersey	$8.06M	+$804K	5	0.26%	Increased
403	Meag Munich Ergo Munich, Germany	$8.03M	$0	1	0.41%	Maintained
404	FA Friess Associates Greenville, Delaware	$7.95M	-$12.9K	2	0.8%	Reduced
405	TA Teton Advisors Rye, New York	$7.91M	-$1.12K	3	0.73%	Reduced
406	WAM Wilsey Asset Management San Diego, California	$7.85M	+$23K	1	5.51%	Increased
407	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.62M	+$136K	1	0.96%	Increased
408	SIM Spark Investment Management New York	$7.58M	+$6.08M	4	0.77%	Increased
409	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.55M	-$693K	5	0.09%	Reduced
410	LSA L & S Advisors Los Angeles, California	$7.54M	+$6.72M	1	1.86%	New
411	IMAS ID Management A/S Randers, Denmark	$7.53M	+$6.34K	4	2.41%	Increased
412	Emerald Advisers Leola, Pennsylvania	$7.52M	+$1.35M	1	0.37%	Increased
413	SRCM Swift Run Capital Management Charlottesville, Virginia	$7.49M	-$105K	1	4.65%	Reduced
414	BCM Billings Capital Management Arlington, Virginia	$7.49M	+$276K	1	7.44%	Increased
415	Ruffer LLP London, United Kingdom	$7.46M	+$6.65M	1	0.31%	New
416	FG FSI Group Cincinnati, Ohio	$7.44M	+$2.86M	4	3.67%	Increased
417	Banque Pictet & Cie Geneva 73, Switzerland	$7.32M	+$59.8K	2	0.19%	Increased
418	BC BHR Capital New York	$7.27M	-$19.9M	1	3.96%	Reduced
419	Shinko Asset Management Company Tokyo, Japan	$7.25M	-$7.48K	7	0.06%	Reduced
420	Fjarde Ap-fonden Stockholm, Sweden	$7.23M	+$866K	4	0.17%	Increased
421	RIL Rothschild Investment LLC Chicago, Illinois	$7.22M	+$616K	1	0.93%	Increased
422	RBF Capital San Francisco, California	$7.2M	+$140K	3	1.38%	Increased
423	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$7.19M	$0	2	1.71%	Maintained
424	DVM Dreman Value Management West Palm Beach, Florida	$7.15M	+$364K	4	0.82%	Increased
425	LM Lasry Marc	$7.07M	-$876K	1	1.56%	Reduced