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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	Prana Capital Management Greenwich, Connecticut	$12.9M	+$10.1M	3	2.32%	Increased
402	US Bancorp Minneapolis, Minnesota	$12.8M	+$4.12M	22	0.04%	Increased
403	SCM Stadium Capital Management New Canaan, Connecticut	$12.7M	+$228K	1	5.88%	Increased
404	TAM THB Asset Management Norwalk, Connecticut	$12.7M	-$941K	3	2.03%	Reduced
405	AP Archon Partners Princeton Junction, New Jersey	$12.7M	$0	1	2.52%	Maintained
406	FQ First Quadrant Glendale, California	$12.6M	+$8.48M	7	0.88%	Increased
407	PCI Pacifica Capital Investments Leander, Texas	$12.6M	-$244K	1	5.81%	Reduced
408	FCM Flinton Capital Management Philadelphia, Pennsylvania	$12.4M	-$2.95M	6	0.39%	Reduced
409	Zacks Investment Management Chicago, Illinois	$12.4M	+$9.83M	4	0.26%	Increased
410	FFA First Foundation Advisors Irvine, California	$12.3M	-$65.8K	2	0.69%	Reduced
411	Employees Retirement System of Texas Austin, Texas	$12.3M	-$8.06M	5	0.19%	Reduced
412	TCM Tran Capital Management San Rafael, California	$12.3M	+$12.6M	2	1.53%	New
413	Utah Retirement Systems Salt Lake City, Utah	$12.3M	+$88.3K	7	0.23%	Increased
414	TA Teton Advisors Rye, New York	$12.2M	+$94.3K	3	1.19%	Increased
415	Maple Rock Capital Partners Toronto, Ontario, Canada	$12.1M	-$15.5M	1	2%	Reduced
416	GC Gillson Capital Chicago, Illinois	$12.1M	+$11.7M	2	1.19%	New
417	UBS O'Connor Chicago, Illinois	$12M	+$8.63M	2	0.23%	Increased
418	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$12M	+$3.31M	1	2.09%	Increased
419	Chilton Capital Management Houston, Texas	$12M	-$131K	1	1.03%	Reduced
420	MPM Meritage Portfolio Management Overland Park, Kansas	$11.9M	+$2.5M	2	1.21%	Increased
421	PP PDT Partners New York	$11.8M	-$665K	4	0.7%	Reduced
422	Hancock Whitney Gulfport, Mississippi	$11.7M	+$18.1K	5	0.37%	Increased
423	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.4M	-$1.45M	10	0.09%	Reduced
424	GCIA Gabelli & Co Investment Advisers Rye, New York	$11.4M	+$21.2K	2	1.22%	Increased
425	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$11.4M	+$9.89M	2	0.95%	Increased