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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
676	TC TFS Capital West Chester, Pennsylvania	$1.69M	+$396K	2	0.13%	Increased
677	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.67M	+$92K	3	0.28%	Increased
678	BCM BlueMar Capital Management Miami, Florida	$1.67M	+$1.41M	1	1.39%	New
679	Amalgamated Bank New York	$1.66M	+$1.04M	5	0.25%	Increased
680	CCM Condor Capital Management Martinsville, New Jersey	$1.65M	+$43.8K	1	0.46%	Increased
681	SFP Santa Fe Partners Santa Fe, New Mexico	$1.65M	+$1.55M	2	0.25%	New
682	Alpha Cubed Investments Irvine, California	$1.64M	-$90.5K	3	0.73%	Reduced
683	WFM Wilmington Funds Management Wilmington, Delaware	$1.63M	-$64.1K	3	0.17%	Reduced
684	Scotia Capital Toronto, Ontario, Canada	$1.58M	+$574K	2	0.03%	Increased
685	MCM Mazama Capital Management Portland, Oregon	$1.57M	+$1.45M	1	0.42%	Increased
686	PA Para Advisors New York	$1.57M	+$1.62M	1	0.91%	New
687	MLM Mount Lucas Management Newtown, Pennsylvania	$1.56M	-$439K	1	0.2%	Reduced
688	Bradley Foster & Sargent Hartford, Connecticut	$1.55M	+$767K	2	0.08%	Increased
689	NFGCM Norman Fields Gottscho Capital Management New York	$1.55M	$0	1	0.98%	Maintained
690	FRM Fore Research & Management New York	$1.54M	+$1.38M	1	0.04%	New
691	MMCM Marque Millennium Capital Management New York	$1.51M	$0	1	0.6%	Maintained
692	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$1.51M	+$1.43M	4	0.09%	New
693	WCM Washington Capital Management Seattle, Washington	$1.49M	-$67.7K	1	0.55%	Reduced
694	HPA Hilltop Park Associates New York	$1.48M	+$647K	2	1.41%	Increased
695	QI Quotient Investors New York	$1.47M	-$72.1K	2	0.32%	Reduced
696	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$1.47M	+$2.29K	3	0.18%	Increased
697	GJL Gendell Jeffrey L	$1.47M	+$601K	1	0.2%	Increased
698	QAM Quantres Asset Management Cayman, Cayman Islands	$1.46M	+$15K	3	1.61%	Increased
699	EI EAM Investors Solana Beach, California	$1.45M	-$170K	1	0.27%	Reduced
700	CCM Coe Capital Management Highland Park, Illinois	$1.42M	-$28.6K	1	0.51%	Reduced