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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
626	LI Lafayette Investments Ashton, Maryland	$1.72M	+$1.65M	1	0.83%	New
627	GC Gruss & Co West Palm Beach, Florida	$1.68M	+$1.79M	1	2.12%	New
628	Baird Milwaukee, Wisconsin	$1.66M	+$1.8M	2	0.03%	New
629	Virginia Retirement Systems Richmond, Virginia	$1.65M	+$1.59M	3	0.03%	New
630	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$1.64M	+$1.81M	5	1.61%	New
631	OWIM Old West Investment Management Los Angeles, California	$1.62M	+$1.62M	2	0.79%	New
632	HL Financial Services Louisville, Kentucky	$1.61M	+$1.83M	1	0.06%	New
633	NFGCM Norman Fields Gottscho Capital Management New York	$1.61M	+$1.42M	1	1.19%	New
634	PCM Portolan Capital Management Boston, Massachusetts	$1.61M	+$1.45M	2	0.46%	New
635	RIG Roosevelt Investment Group New York	$1.6M	+$1.77M	1	0.07%	New
636	MIG Mariner Investment Group Harrison, New York	$1.56M	+$1.72M	1	0.65%	New
637	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.55M	+$1.7M	1	0.01%	New
638	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.54M	+$1.69M	1	0.31%	New
639	ECA Endeavour Capital Advisors Greenwich, Connecticut	$1.53M	+$1.35M	1	0.23%	New
640	Ameritas Investment Partners Lincoln, Nebraska	$1.52M	+$1.73M	1	0.42%	New
641	Nikko Asset Management Americas New York	$1.49M	+$1.66M	1	0.05%	New
642	CCM Condor Capital Management Martinsville, New Jersey	$1.47M	+$1.53M	1	0.56%	New
643	Catalyst Capital Advisors Huntington, New York	$1.47M	+$1.54M	2	1.14%	New
644	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.46M	+$1.62M	1	0.93%	New
645	SFP Santa Fe Partners Santa Fe, New Mexico	$1.45M	+$1.52M	2	0.29%	New
646	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.45M	+$1.55M	3	0.01%	New
647	IIM InView Investment Management Chicago, Illinois	$1.42M	+$1.56M	1	2.14%	New
648	TCM Texan Capital Management Houston, Texas	$1.42M	+$1.47M	1	0.68%	New
649	MI Markston International White Plains, New York	$1.41M	+$1.35M	1	0.09%	New
650	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.39M	+$1.51M	3	0.2%	New