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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
851	QC QCM Cayman Houston, Texas	$505K	-$117K	2	0.12%	Reduced
852	LCM Lucas Capital Management Red Bank, New Jersey	$503K	+$4.12K	1	0.15%	Increased
853	BIM BRC Investment Management Greenwood Village, Colorado	$497K	-$15.9K	1	0.08%	Reduced
854	MC Muhlenkamp & Co Wexford, Pennsylvania	$493K	-$2.72M	1	0.09%	Reduced
855	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$488K	-$39.8K	1	0.16%	Reduced
856	SAM Silphium Asset Management London, United Kingdom	$487K	-$389K	1	0.48%	Reduced
857	JT Jump Trading Chicago, Illinois	$484K	+$504K	5	0.02%	New
858	ACM Argentus Capital Management Dallas, Texas	$481K	-$130K	1	0.08%	Reduced
859	PC Pomelo Capital New York	$481K	$0	1	0.26%	Maintained
860	BP Banyan Partners Palm Beach Gardens, Florida	$478K	-$462K	1	0.04%	Reduced
861	LBG Lloyds Banking Group London, United Kingdom	$477K	-$137K	3	0.13%	Reduced
862	DC Deere & Company Moline, Illinois	$472K	+$275K	2	0.03%	Increased
863	CIM Calvert Investment Management Bethesda, Maryland	$470K	+$502K	2	0.03%	New
864	PCM Perritt Capital Management Chicago, Illinois	$470K	-$145K	1	0.09%	Reduced
865	Brown Advisory Baltimore, Maryland	$467K	-$295K	1	0%	Reduced
866	GA Geneva Advisors Chicago, Illinois	$467K	-$245K	1	0.01%	Reduced
867	IC IKOS CIF Limassol, Cyprus	$465K	+$500K	2	0.67%	New
868	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$459K	$0	1	0.13%	Maintained
869	AMM American Money Management Rancho Santa Fe, California	$457K	+$140K	1	0.39%	Increased
870	SPC Silver Point Capital Greenwich, Connecticut	$434K	+$502K	1	0.04%	New
871	MAM Majedie Asset Management London, United Kingdom	$431K	+$136K	1	0.07%	Increased
872	AW Alpha Windward Westwood, Massachusetts	$430K	+$459K	1	0.3%	New
873	SC Skylands Capital Milwaukee, Wisconsin	$430K	+$498K	1	0.04%	New
874	CBB Citizens Business Bank Ontario, California	$426K	$0	1	0.08%	Maintained
875	FTC Farmers Trust Company Youngstown, Ohio	$423K	-$3.28M	1	0.14%	Reduced