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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
526	GCG Giovine Capital Group Santa Monica, California	$3.94M	-$12K	1	1.71%	Reduced
527	SL SIB LLC New York, New York	$3.93M	$0	3	2.82%	Maintained
528	Farmers Trust Company Youngstown, Ohio	$3.9M	+$196K	1	1.37%	Increased
529	MC Muhlenkamp & Co Wexford, Pennsylvania	$3.89M	+$1.02M	1	0.68%	Increased
530	Korea Investment Corp Seoul, South Korea	$3.85M	-$2.86M	1	0.04%	Reduced
531	Man Investments (UK) London, United Kingdom	$3.82M	+$3.45M	3	0.43%	New
532	RNS Robert N. Shapiro	$3.79M	-$742K	4	0.68%	Reduced
533	Forward Management San Francisco, California	$3.79M	$0	1	0.23%	Maintained
534	Jay A. Fishman Ltd Troy, Michigan	$3.77M	-$2.18M	1	0.85%	Reduced
535	SC Sophrosyne Capital New York	$3.76M	-$479K	2	3.29%	Reduced
536	BNP Paribas Asset Management Paris, France	$3.76M	+$2.66M	2	0.03%	Increased
537	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$3.75M	-$687K	2	0.71%	Reduced
538	Commonwealth Equity Services Waltham, Massachusetts	$3.73M	+$962K	6	0.05%	Increased
539	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$3.72M	+$145K	4	1.81%	Increased
540	IMOV Investment Management of Virginia Richmond, Virginia	$3.71M	+$2.33M	1	0.61%	Increased
541	CC Coastland Capital Palo Alto, California	$3.64M	-$1.09M	1	0.25%	Reduced
542	Prelude Capital Management New York	$3.63M	+$1.19M	8	0.6%	Increased
543	CL Croft-Leominster Baltimore, Maryland	$3.61M	-$178K	1	0.55%	Reduced
544	Nippon Life Global Investors Americas New York	$3.6M	+$913K	1	0.36%	Increased
545	GA Glenhill Advisors New York	$3.57M	+$2.69M	1	0.34%	Increased
546	GIM Gyrus Investment Management Toronto, Ontario, Canada	$3.55M	+$220K	1	0.74%	Increased
547	Bridgeway Capital Management Houston, Texas	$3.54M	-$2.26M	4	0.11%	Reduced
548	CAM CG Asset Management New York	$3.52M	+$3.04M	1	1.61%	New
549	Cobblestone Capital Advisors Rochester, New York	$3.51M	+$3.15M	1	0.67%	New
550	Motley Fool Asset Management Alexandria, Virginia	$3.49M	+$343K	1	0.88%	Increased