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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	AIM Assured Investment Management New York	$12.5M	-$2.18M	6	0.26%	Reduced
402	IAM Impax Asset Management Portsmouth, New Hampshire	$12.5M	+$3.59M	1	0.71%	Increased
403	1M 13D Management New York	$12.5M	-$484K	1	4.42%	Reduced
404	SG Swarthmore Group Philadelphia, Pennsylvania	$12.4M	+$12M	1	2.87%	New
405	MRI Mad River Investors Boston, Massachusetts	$12.3M	-$533K	2	14.32%	Reduced
406	SIG Schaller Investment Group Winston Salem, North Carolina	$12.3M	-$118K	1	6.36%	Reduced
407	Fifth Third Bancorp Cincinnati, Ohio	$12.3M	-$554K	9	0.09%	Reduced
408	Fjarde Ap-fonden Stockholm, Sweden	$12.2M	+$3.72M	5	0.25%	Increased
409	MIM Montgomery Investment Management Rockville, Maryland	$12.2M	+$100K	2	5.6%	Increased
410	ECP Elk Creek Partners Denver, Colorado	$12.2M	-$994K	2	0.79%	Reduced
411	DCCA D.C. Capital Advisors New York	$12.1M	$0	1	8.34%	Maintained
412	Pendal Group Sydney, Australia	$11.8M	+$11.4M	5	0.17%	New
413	PWS Paragon Wealth Strategies Jacksonville, Florida	$11.6M	+$5M	1	10.37%	Increased
414	WesBanco Bank Wheeling, West Virginia	$11.5M	-$318K	3	0.63%	Reduced
415	DIA Denver Investment Advisors Denver, Colorado	$11.5M	-$212K	2	0.51%	Reduced
416	Cubist Systematic Strategies Stamford, Connecticut	$11.3M	+$865K	13	0.72%	Increased
417	PCI Pacifica Capital Investments Leander, Texas	$11.3M	-$139K	1	5.78%	Reduced
418	Robeco Institutional Asset Management Rotterdam, Netherlands	$11.3M	+$4.21M	6	0.07%	Increased
419	GCP GSA Capital Partners London, United Kingdom	$11.3M	-$4.97M	11	0.73%	Reduced
420	First Manhattan New York	$11.2M	+$2.52M	9	0.07%	Increased
421	Oregon Public Employees Retirement Fund Tigard, Oregon	$11.2M	+$342K	7	0.19%	Increased
422	Salem Investment Counselors Winston Salem, North Carolina	$11.1M	+$1.75M	6	1.29%	Increased
423	SSA South Street Advisors New York	$11M	+$9.49M	1	3.59%	Increased
424	Manning & Napier Advisors Fairport, New York	$10.9M	-$1.37M	2	0.09%	Reduced
425	SCA Secor Capital Advisors New York	$10.9M	-$4.93M	3	0.99%	Reduced