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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
801	Yacktman Asset Management Austin, Texas	$3.87M	-$304K	1	0.04%	Reduced
802	Cresset Asset Management Chicago, Illinois	$3.86M	+$466K	3	0.08%	Increased
803	BI Ballast Inc Lexington, Kentucky	$3.85M	+$1.11M	1	1.58%	Increased
804	LAM Lakewood Asset Management Naperville, Illinois	$3.84M	-$60.8K	4	3.19%	Reduced
805	Virtu Financial New York	$3.83M	+$2.12M	6	0.41%	Increased
806	BCM Barometer Capital Management Toronto, Ontario, Canada	$3.82M	+$2.71M	3	0.98%	Increased
807	AWCI Alpine Woods Capital Investors Purchase, New York	$3.82M	$0	2	0.58%	Maintained
808	Univest Financial Souderton, Pennsylvania	$3.8M	-$828K	1	1.18%	Reduced
809	HCM Hudson Capital Management Ramsey, New Jersey	$3.76M	-$47.8K	1	1.49%	Reduced
810	MA Mutual Advisors Omaha, Nebraska	$3.75M	-$635K	3	0.15%	Reduced
811	GL GHE LLC Memphis, Tennessee	$3.75M	+$103K	3	2.95%	Increased
812	Bailard Foster City, California	$3.73M	+$589K	8	0.13%	Increased
813	Duality Advisers Miami, Florida	$3.73M	-$2.95M	5	0.42%	Reduced
814	CAM Cubic Asset Management Boston, Massachusetts	$3.73M	-$59.7K	4	1.04%	Reduced
815	PineBridge Investments New York	$3.73M	+$311K	11	0.04%	Increased
816	LGT Fund Management Vaduz, Liechtenstein	$3.72M	$0	1	1.59%	Maintained
817	Veritable Wilmington, Delaware	$3.7M	-$18.1K	5	0.06%	Reduced
818	BCM Beaumont Capital Management Boston, Massachusetts	$3.68M	+$2.51M	1	2.56%	Increased
819	State of Wyoming Cheyenne, Wyoming	$3.68M	+$844K	17	1.18%	Increased
820	Bessemer Group Woodbridge, New Jersey	$3.66M	-$27.1K	10	0.01%	Reduced
821	SCM Seascape Capital Management Portsmouth, New Hampshire	$3.61M	-$247K	1	1.84%	Reduced
822	KC Kingfisher Capital Charlotte, North Carolina	$3.61M	+$10.8K	2	0.95%	Increased
823	FJ Capital Management Mclean, Virginia	$3.58M	+$946K	4	0.44%	Increased
824	LAM LifePro Asset Management San Diego, California	$3.58M	$0	2	2.6%	Maintained
825	Dimension Capital Management Coral Gables, Florida	$3.56M	$0	2	0.82%	Maintained