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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	SAM Stansberry Asset Management Westlake, Texas	$10.3M	+$1.05M	2	1.39%	Increased
677	Degroof Petercam Asset Management Brussels, Belgium	$10.2M	-$3.42M	5	0.12%	Reduced
678	A AlphaQuest New York	$10.2M	-$2.2M	17	1.78%	Reduced
679	1C 1623 Capital Alexandria, Virginia	$10.2M	-$267K	1	5.5%	Reduced
680	SA swisspartners Advisors Zurich, Switzerland	$10.2M	-$91.4K	1	8.42%	Reduced
681	SAM Shell Asset Management The Hague, Netherlands	$10.2M	+$2.58M	14	0.47%	Increased
682	Jefferies Financial Group New York	$10.2M	-$14.4M	13	0.09%	Reduced
683	MAA Mraz Amerine & Associates Modesto, California	$10.2M	+$31.3K	3	1.93%	Increased
684	NC NBW Capital Boston, Massachusetts	$10.1M	-$395K	1	2.07%	Reduced
685	FP Factorial Partners Mt. Kisco, New York	$10.1M	-$550K	7	5.73%	Reduced
686	CP Cumberland Partners Toronto, Ontario, Canada	$10.1M	-$2.88M	2	0.73%	Reduced
687	AGC Angelo Gordon & Co New York	$10.1M	+$9.77M	1	3.35%	New
688	LWM Lodestone Wealth Management Spokane, Washington	$10M	-$473K	3	5.25%	Reduced
689	Freestone Capital Holdings Seattle, Washington	$9.99M	-$50.8K	2	0.37%	Reduced
690	Belpointe Asset Management Reno, Nevada	$9.94M	+$165K	13	0.74%	Increased
691	ERWM Elk River Wealth Management Denver, Colorado	$9.88M	-$1.89M	1	2.01%	Reduced
692	MLM Mount Lucas Management Newtown, Pennsylvania	$9.84M	-$799K	2	2.69%	Reduced
693	Steward Partners Investment Advisory New York	$9.61M	+$3.12M	18	0.11%	Increased
694	CIBC Private Wealth Group Atlanta, Georgia	$9.6M	-$1.44M	22	0.02%	Reduced
695	Huntington National Bank Columbus, Ohio	$9.53M	+$170K	21	0.08%	Increased
696	IPW Inlet Private Wealth Jupiter, Florida	$9.5M	-$5.37K	2	2.65%	Reduced
697	LOAMU Lombard Odier Asset Management (USA) New York	$9.46M	+$3.11M	2	0.23%	Increased
698	Elo Mutual Pension Insurance Espoo, Finland	$9.44M	-$1.84M	4	0.22%	Reduced
699	EGI EAM Global Investors Solana Beach, California	$9.43M	-$717	2	2.18%	Reduced
700	CAM ClariVest Asset Management San Diego, California	$9.4M	-$15.3M	9	0.97%	Reduced