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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	Banque Pictet & Cie Geneva 73, Switzerland	$7.76M	+$698K	2	0.1%	Increased
627	MAP Moody Aldrich Partners Marblehead, Massachusetts	$7.75M	+$219K	2	1.12%	Increased
628	EAMA EFG Asset Management (Americas) Miami, Florida	$7.75M	+$6.88M	1	1.59%	New
629	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$7.75M	-$2.94M	1	1.88%	Reduced
630	PP Patten & Patten Chattanooga, Tennessee	$7.74M	-$118K	2	0.63%	Reduced
631	BL BCWM LLC Overland Park, Kansas	$7.74M	+$51.7K	1	2.28%	Increased
632	Sumitomo Mitsui Financial Group Tokyo, Japan	$7.72M	+$1.31M	1	0.18%	Increased
633	FWC First Washington Corp Seattle, Washington	$7.69M	+$1.47M	2	3.04%	Increased
634	WCF West Coast Financial Santa Barbara, California	$7.65M	+$980K	1	1.33%	Increased
635	GCIA Gabelli & Co Investment Advisers Rye, New York	$7.63M	-$1.29M	2	0.95%	Reduced
636	First National Bank of Omaha Omaha, Nebraska	$7.63M	+$6.98M	2	0.4%	New
637	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$7.62M	-$300K	2	4.46%	Reduced
638	FHB First Hawaiian Bank Honolulu, Hawaii	$7.44M	-$163K	6	0.32%	Reduced
639	NL NWAM LLC Mercer Island, Washington	$7.44M	+$3.67M	2	0.74%	Increased
640	AWAM Appian Way Asset Management New York	$7.43M	-$9.27M	2	3.79%	Reduced
641	E Ergoteles New York	$7.38M	+$6.23M	5	0.23%	Increased
642	RA Riverstone Advisors New Braunfels, Texas	$7.37M	+$492K	1	3.85%	Increased
643	CIBC Private Wealth Group Atlanta, Georgia	$7.36M	+$3.29M	5	0.02%	Increased
644	Norinchukin Bank Tokyo, Japan	$7.31M	+$93.6K	4	0.1%	Increased
645	OBGC O'Brien Greene & Co Media, Pennsylvania	$7.28M	+$175K	2	2.88%	Increased
646	RC Roundview Capital Princeton, New Jersey	$7.26M	+$845K	2	0.91%	Increased
647	Chilton Investment Company Stamford, Connecticut	$7.22M	+$1.41M	1	0.2%	Increased
648	LK Lumbard & Kellner Hollis, New Hampshire	$7.22M	-$5.78M	3	2.54%	Reduced
649	SCP Steamboat Capital Partners Rye, New York	$7.14M	+$4.4M	1	2.11%	New
650	BRCA Birch Run Capital Advisors Dallas, Texas	$7.13M	$0	1	2.74%	Maintained