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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	GIG Goodnow Investment Group Darien, Connecticut	$6.46M	+$8.17M	1	0.68%	New
677	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$6.46M	+$83.3K	2	3.51%	Increased
678	LMR Partners London, United Kingdom	$6.44M	+$759K	4	0.07%	Increased
679	Tidal Investments Milwaukee, Wisconsin	$6.43M	+$1.15M	11	0.19%	Increased
680	RWA River Wealth Advisors Camp Hill, Pennsylvania	$6.42M	+$342K	3	1.03%	Increased
681	GCM GoodHaven Capital Management Millburn, New Jersey	$6.41M	+$576K	1	3.83%	Increased
682	SIM Seaview Investment Managers Miami, Florida	$6.39M	-$747K	1	2.13%	Reduced
683	GP Girard Partners King Of Prussia, Pennsylvania	$6.38M	+$1.79M	1	0.7%	Increased
684	DA Duality Advisers Miami, Florida	$6.38M	+$3.45M	4	0.68%	Increased
685	Curi RMB Capital Chicago, Illinois	$6.37M	-$1.92M	4	0.2%	Reduced
686	DTL Dynamic Technology Lab Singapore	$6.35M	-$906K	7	0.75%	Reduced
687	UA Unison Advisors Washington, District of Columbia	$6.31M	+$777K	4	1.52%	Increased
688	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$6.27M	-$600K	1	1.54%	Reduced
689	DA Denali Advisors San Diego, California	$6.24M	+$1.41M	8	2.41%	Increased
690	BDAM Blue Door Asset Management Stamford, Connecticut	$6.23M	-$495K	1	3.6%	Reduced
691	RWA Ropes Wealth Advisors Boston, Massachusetts	$6.23M	+$6.4M	2	1.07%	New
692	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.14M	+$1.76M	3	1.37%	Increased
693	RHJA Rice Hall James & Associates San Diego, California	$6.1M	-$1.31M	2	0.24%	Reduced
694	FC FORA Capital Miami, Florida	$6.09M	+$3.86M	5	1.1%	Increased
695	PCM Portolan Capital Management Boston, Massachusetts	$6M	-$40.7M	2	0.48%	Reduced
696	ECM Elgethun Capital Management Sioux Falls, South Dakota	$5.96M	+$526K	3	2.02%	Increased
697	SA swisspartners Advisors Zurich, Switzerland	$5.91M	+$406K	1	4.08%	Increased
698	MAA Mraz Amerine & Associates Modesto, California	$5.89M	+$76.1K	3	1.4%	Increased
699	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.88M	+$8.51K	5	0.12%	Increased
700	LI LMCG Investments Boston, Massachusetts	$5.87M	+$6.74M	1	0.34%	New