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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
826	SCM Sitrin Capital Management Century City, California	$6.24M	-$86K	1	2.77%	Reduced
827	HAM Harber Asset Management Asheville, North Carolina	$6.24M	+$131K	1	3.75%	Increased
828	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$6.22M	+$219K	4	0.2%	Increased
829	Cullen/Frost Bankers San Antonio, Texas	$6.18M	-$69K	8	0.06%	Reduced
830	Marex Group London,	$6.17M	-$128K	3	0.03%	Reduced
831	Capula Management Grand Cayman, Cayman Islands	$6.17M	-$10.3M	3	0.02%	Reduced
832	LIA Limestone Investment Advisors New York	$6.15M	+$22.8K	2	0.46%	Increased
833	GCM Glendon Capital Management Santa Monica, California	$6.1M	$0	1	0.79%	Maintained
834	MC Machina Capital Paris, France	$6.1M	+$3.41M	4	0.97%	Increased
835	GL Governors Lane New York	$6.1M	+$5.14M	1	0.51%	New
836	PKC Palmer Knight Company Jacksonville, Florida	$6.09M	-$144K	1	2.34%	Reduced
837	SCM Seascape Capital Management Portsmouth, New Hampshire	$6.07M	+$101K	1	1.45%	Increased
838	Candriam SCA Strassen, Luxembourg, Luxembourg	$6.06M	-$23.1M	3	0.03%	Reduced
839	ALM Argosy-Lionbridge Management New York	$6.05M	-$7.7M	3	3.8%	Reduced
840	Primecap Management Pasadena, California	$6.04M	+$1.72M	1	0%	Increased
841	Granahan Investment Management Waltham, Massachusetts	$6.02M	+$5.19M	1	0.21%	New
842	SteelPeak Wealth Woodland Hills, California	$6M	+$1.45M	2	0.16%	Increased
843	Metis Global Partners San Diego, California	$5.95M	-$356K	5	0.13%	Reduced
844	OAM Ostrum Asset Management Paris, France	$5.94M	+$512K	5	0.29%	Increased
845	TIM Triad Investment Management Newport Beach, California	$5.93M	+$5.53M	1	6.54%	New
846	LCM Legato Capital Management San Francisco, California	$5.92M	+$256K	3	0.49%	Increased
847	BI Ballast Inc Lexington, Kentucky	$5.88M	$0	1	1.11%	Maintained
848	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.88M	-$293K	4	0.17%	Reduced
849	PL Polianta Ltd St Helier, Jersey	$5.85M	+$2.41M	3	0.72%	Increased
850	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$5.83M	-$27.9K	1	3.51%	Reduced