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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
551	Park National Corp Newark, Ohio	$6.31M	+$738K	1	0.34%	Increased
552	CAM Crown Advisors Management Larkspur, California	$6.26M	-$1.41M	2	4.34%	Reduced
553	Brookstone Capital Management Wheaton, Illinois	$6.25M	+$5.27M	3	0.36%	Increased
554	FSCM First Sabrepoint Capital Management Dallas, Texas	$6.25M	-$3.17M	1	2.77%	Reduced
555	LCG Lisanti Capital Growth New York	$6.25M	+$6.13M	2	2.03%	New
556	TCM Twin Capital Management Mcmurray, Pennsylvania	$6.25M	-$2.65M	1	0.44%	Reduced
557	Hennessy Advisors Inc Novato, California	$6.24M	-$2.41M	2	0.3%	Reduced
558	MAM Meeder Asset Management Dublin, Ohio	$6.2M	+$1.43M	16	0.43%	Increased
559	CIBC Asset Management Toronto, Ontario, Canada	$6.16M	+$348K	9	0.04%	Increased
560	ARTA A.R.T. Advisors New York	$6.16M	-$3.48M	7	0.35%	Reduced
561	CF CNA Financial Chicago, Illinois	$6.13M	$0	2	1.28%	Maintained
562	CA Cumberland Advisors Sarasota, Florida	$6.11M	-$67.3K	1	2.06%	Reduced
563	Glazer Capital LLC New York	$6.09M	-$2.56M	1	0.7%	Reduced
564	SC Stralem & Co New York	$6.08M	-$1.41M	1	3.31%	Reduced
565	BUB BBVA USA Bancshares Houston, Texas	$6.07M	+$511K	2	0.37%	Increased
566	BCM BlueMar Capital Management Miami, Florida	$6.06M	-$1.74M	1	1.77%	Reduced
567	KTA Keeley-Teton Advisors Chicago, Illinois	$6.05M	-$5.77M	2	0.59%	Reduced
568	MC Muhlenkamp & Co Wexford, Pennsylvania	$6.04M	+$5.95M	1	2.94%	New
569	MAM Morse Asset Management Darien, Connecticut	$6.03M	+$255K	2	1.77%	Increased
570	S Seeyond Paris, France	$6.02M	+$905K	5	0.62%	Increased
571	GCP GSA Capital Partners London, United Kingdom	$5.99M	+$3.53M	11	0.67%	Increased
572	TCM Tygh Capital Management Portland, Oregon	$5.96M	+$1.75M	1	1.01%	Increased
573	LIA LSP Investment Advisors New York	$5.91M	$0	3	0.82%	Maintained
574	KHLMVGHM Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel	$5.89M	+$6.26M	1	1.65%	New
575	RIM Rush Island Management New York	$5.89M	-$5.23M	1	2.93%	Reduced