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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
701	KFA Kelleher Financial Advisors New York	$1.63M	+$17.1K	1	0.87%	Increased
702	GLRA Gerald L. Ray & Associates Dallas, Texas	$1.62M	-$13.7K	3	0.25%	Reduced
703	CCM Condor Capital Management Martinsville, New Jersey	$1.6M	+$57.8K	1	0.44%	Increased
704	GJL Gendell Jeffrey L	$1.58M	$0	1	0.27%	Maintained
705	United Capital Financial Advisors Irving, Texas	$1.56M	+$307K	3	0.02%	Increased
706	KCM Keane Capital Management Charlotte, North Carolina	$1.56M	+$198K	1	1.51%	Increased
707	GIM Gyrus Investment Management Toronto, Ontario, Canada	$1.55M	-$2.19M	1	0.26%	Reduced
708	Clark Capital Management Group Philadelphia, Pennsylvania	$1.53M	+$1.27M	1	0.14%	Increased
709	RAM Redmond Asset Management Henrico, Virginia	$1.53M	+$4.57K	1	0.76%	Increased
710	LCM Leonard Capital Management Vero Beach, Florida	$1.52M	$0	1	0.4%	Maintained
711	CIA Capital Impact Advisors Boston, Massachusetts	$1.51M	+$1.52M	2	0.71%	Increased
712	Cannell & Spears New York	$1.5M	+$629K	1	0.17%	Increased
713	PP Paloma Partners Greenwich, Connecticut	$1.49M	-$72.2K	5	0.06%	Reduced
714	WCM Washington Capital Management Seattle, Washington	$1.49M	$0	1	0.62%	Maintained
715	Squarepoint New York	$1.49M	+$1.42M	2	1.44%	New
716	WCM Waterstone Capital Management St. Louis Park, Minnesota	$1.48M	+$1.46M	1	0.71%	New
717	PFC Poplar Forest Capital Pasadena, California	$1.47M	-$38K	1	0.12%	Reduced
718	Jupiter Asset Management London, United Kingdom	$1.47M	+$1.36M	1	0.05%	New
719	Simplex Trading Chicago, Illinois	$1.44M	+$1.38M	7	0.17%	New
720	Reinhart Partners Mequon, Wisconsin	$1.44M	+$713K	1	0.11%	Increased
721	Amalgamated Bank New York	$1.43M	-$227K	4	0.22%	Reduced
722	ArrowMark Colorado Holdings Denver, Colorado	$1.43M	$0	1	0.04%	Maintained
723	TIM Thompson Investment Management Madison, Wisconsin	$1.42M	-$4.68K	1	0.27%	Reduced
724	ESBC E.S. Barr & Co Lexington, Kentucky	$1.41M	-$28.1K	1	0.16%	Reduced
725	MMCM Marque Millennium Capital Management New York	$1.4M	$0	1	0.55%	Maintained