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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	EULAV Asset Management Sarasota, Florida	$5.84M	-$105K	2	0.3%	Reduced
527	GS GAM Systematic Cambridge, United Kingdom	$5.83M	+$2.67M	6	1.15%	Increased
528	VCM Venator Capital Management Toronto, Ontario, Canada	$5.83M	+$542K	1	5.71%	Increased
529	Zurich Insurance Group Zurich, Switzerland	$5.75M	-$1.72M	3	0.17%	Reduced
530	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$5.68M	+$2.11M	4	0.22%	Increased
531	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.66M	-$28.5K	1	0.9%	Reduced
532	SI Shaker Investments Cleveland, Ohio	$5.65M	-$130K	3	4.35%	Reduced
533	Creative Planning Overland Park, Kansas	$5.63M	+$335K	20	0.03%	Increased
534	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$5.6M	-$12.4M	5	0.05%	Reduced
535	Suntrust Banks Atlanta, Georgia	$5.58M	-$1.39M	5	0.04%	Reduced
536	MA Menlo Advisors Menlo Park, California	$5.54M	+$2.26K	1	4.17%	Increased
537	Capstone Investment Advisors New York	$5.53M	-$2.37M	6	0.14%	Reduced
538	Commerce Bank Kansas City, Missouri	$5.51M	-$64.7K	3	0.08%	Reduced
539	BOK Financial Tulsa, Oklahoma	$5.49M	-$181K	4	0.17%	Reduced
540	NFGCM Norman Fields Gottscho Capital Management New York	$5.42M	+$432K	3	3.43%	Increased
541	CG Clinton Group New York	$5.36M	+$828K	6	0.31%	Increased
542	SCA Sippican Capital Advisors Boston, Massachusetts	$5.31M	-$76.9K	2	5.64%	Reduced
543	PEAK6 Group Chicago, Illinois	$5.3M	-$4.81M	7	0.04%	Reduced
544	Lazard Asset Management New York	$5.28M	+$1.99M	2	0.01%	Increased
545	TIAAOA Teachers Insurance & Annuity Association of America New York	$5.26M	-$109K	1	0.23%	Reduced
546	ARM Adirondack Research & Management Guilderland, New York	$5.25M	-$686K	2	1.89%	Reduced
547	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.22M	-$210K	2	0.43%	Reduced
548	Commonwealth Equity Services Waltham, Massachusetts	$5.22M	+$1.29M	5	0.04%	Increased
549	MSR Main Street Research Lakeville, Connecticut	$5.22M	+$211K	1	0.91%	Increased
550	SI Sprott Inc Toronto, Ontario, Canada	$5.22M	-$3.66M	1	0.22%	Reduced