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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
501	RIM Redpoint Investment Management Sydney, NSW, Australia	$8.08M	-$315K	5	0.45%	Reduced
502	FM Foster & Motley Cincinnati, Ohio	$8.01M	+$1.25M	2	1%	Increased
503	Congress Asset Management Boston, Massachusetts	$7.99M	+$5.71M	2	0.09%	Increased
504	SBF Sara-Bay Financial Sarasota, Florida	$7.96M	+$6.45M	1	4.57%	New
505	MAM Miria Asset Management St. Julians, Malta	$7.92M	$0	1	15.47%	Maintained
506	Montag & Associates Atlanta, Georgia	$7.83M	+$1.75M	2	0.69%	Increased
507	CIBC World Market Toronto, Ontario, Canada	$7.83M	+$1M	8	0.04%	Increased
508	SCM Snow Capital Management Sewickley, Pennsylvania	$7.79M	-$1.29M	1	1.62%	Reduced
509	Manning & Napier Group Fairport, New York	$7.73M	-$349K	1	0.08%	Reduced
510	JAM JLP Asset Management New York	$7.73M	-$3.94M	1	6.18%	Reduced
511	BAPIM British Airways Pensions Investment Management London, United Kingdom	$7.72M	+$6.75M	1	0.34%	New
512	LK Lumbard & Kellner Hollis, New Hampshire	$7.7M	+$2.84M	2	4.42%	Increased
513	HSA Hussman Strategic Advisors Ellicott City, Maryland	$7.69M	-$966K	5	1.96%	Reduced
514	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$7.63M	+$405K	14	0.46%	Increased
515	Första AP-fonden Stockholm, Sweden	$7.58M	-$1.64M	4	0.2%	Reduced
516	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$7.52M	+$623K	2	0.84%	Increased
517	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$7.37M	-$95.1K	1	1.99%	Reduced
518	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$7.36M	-$865K	1	0.68%	Reduced
519	D.A. Davidson & Co Great Falls, Montana	$7.35M	+$136K	3	0.14%	Increased
520	AFG American Financial Group Cincinnati, Ohio	$7.35M	-$6.88M	2	0.98%	Reduced
521	MRCP Manor Road Capital Partners New York	$7.33M	+$6.9M	1	2.16%	New
522	CBT Capital Bank & Trust Irvine, California	$7.3M	-$2.52M	1	0.11%	Reduced
523	William Blair & Company Chicago, Illinois	$7.29M	+$383K	8	0.03%	Increased
524	HCM Horiko Capital Management New York	$7.26M	+$6.35M	1	4.81%	New
525	SAM Stansberry Asset Management Westlake, Texas	$7.19M	+$372K	1	3.09%	Increased