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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
451	Jane Street New York	$6.02M	+$372K	10	0.09%	Increased
452	SONJCPFE State of New Jersey Common Pension Fund E Trenton, New Jersey	$6M	+$5.69M	1	1%	New
453	Perpetual Ltd Sydney, New South Wales, Australia	$5.97M	+$5.2M	1	0.78%	New
454	MA Menlo Advisors Menlo Park, California	$5.96M	+$20.2K	1	4.44%	Increased
455	AW ACG Wealth Atlanta, Georgia	$5.92M	+$1.75M	2	1.51%	Increased
456	CIA CCM Investment Advisers Columbia, South Carolina	$5.91M	+$2.4M	1	0.55%	Increased
457	Tower Research Capital (TRC) New York	$5.89M	-$996K	24	0.98%	Reduced
458	BCM Basswood Capital Management New York	$5.85M	+$5.14M	2	0.32%	New
459	Wilmington Trust Wilmington, Delaware	$5.82M	+$3.03M	4	0.1%	Increased
460	MAI Capital Management Independence, Ohio	$5.78M	+$252K	3	0.61%	Increased
461	CF CNA Financial Chicago, Illinois	$5.76M	+$70.9K	2	1.13%	Increased
462	CAM Cypress Asset Management Houston, Texas	$5.72M	-$123K	4	1%	Reduced
463	CCM Cobalt Capital Management Short Hills, New Jersey	$5.7M	-$20.1M	1	0.56%	Reduced
464	Driehaus Capital Management Chicago, Illinois	$5.67M	+$4.16M	1	0.2%	Increased
465	Aperio Group Sausalito, California	$5.64M	-$4.12M	0	–	Closed
466	Synovus Financial Columbus, Georgia	$5.62M	+$208K	4	0.16%	Increased
467	MPAM Monarch Partners Asset Management Boston, Massachusetts	$5.59M	-$3.92M	2	2.07%	Reduced
468	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$5.55M	-$124K	1	0.1%	Reduced
469	Saba Capital Management New York	$5.54M	+$5.21M	1	0.32%	New
470	LBIM Land & Buildings Investment Management Stamford, Connecticut	$5.52M	+$1.3M	1	4.83%	Increased
471	PP Paloma Partners Greenwich, Connecticut	$5.5M	+$2.55M	7	0.27%	Increased
472	RCM Riverhead Capital Management Wilmington, Delaware	$5.49M	-$3.09M	3	0.15%	Reduced
473	CAM Capstone Asset Management Houston, Texas	$5.47M	-$2.27M	10	0.16%	Reduced
474	TAM Tealwood Asset Management Minneapolis, Minnesota	$5.46M	-$117K	1	2.2%	Reduced
475	SAM Shell Asset Management The Hague, Netherlands	$5.45M	-$2.12M	5	0.09%	Reduced