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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
901	CCM Century Capital Management Boston, Massachusetts	$1.05M	-$884K	1	0.18%	Reduced
902	FDS First Dallas Securities Dallas, Texas	$1.04M	-$16.7K	2	0.76%	Reduced
903	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.03M	+$752K	4	0.47%	Increased
904	AIM Acrospire Investment Management Chicago, Illinois	$1.02M	-$150K	16	0.96%	Reduced
905	ACM Avalon Capital Management Port Of Redwood City, California	$1.02M	+$3.27K	1	0.75%	Increased
906	BA Birinyi Associates Westport, Connecticut	$1M	+$947K	1	0.47%	New
907	MIM Marco Investment Management Atlanta, Georgia	$999K	$0	1	0.17%	Maintained
908	CCM Compton Capital Management Providence, Rhode Island	$997K	$0	1	0.45%	Maintained
909	FIM Freedom Investment Management Hartford, Connecticut	$987K	+$167K	3	0.06%	Increased
910	Simplicity Solutions Minneapolis, Minnesota	$987K	+$92.4K	3	0.12%	Increased
911	HAM Highstreet Asset Management London, Ontario, Canada	$979K	+$17K	1	0.11%	Increased
912	GCA Greenwood Capital Associates Greenwood, South Carolina	$973K	+$65.8K	2	0.25%	Increased
913	HS HighVista Strategies Boston, Massachusetts	$970K	$0	1	0.22%	Maintained
914	AWW Alan W. Weber	$959K	$0	1	0.52%	Maintained
915	LGC Laurel Grove Capital Los Angeles, California	$959K	-$210K	2	0.51%	Reduced
916	UFF USA Financial Formulas Ada, Michigan	$959K	-$522K	2	0.23%	Reduced
917	BPM Bowling Portfolio Management Cincinnati, Ohio	$955K	+$910K	2	0.14%	New
918	OFG OTA Financial Group Purchase, New York	$941K	$0	1	0.62%	Maintained
919	FIB First Interstate Bank Billings, Montana	$938K	-$282K	5	0.19%	Reduced
920	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$934K	+$906K	1	0.51%	New
921	SWA Sutton Wealth Advisors Tampa, Florida	$917K	-$25.2K	8	0.73%	Reduced
922	IFM Investors Melbourne, Australia	$915K	+$152K	3	0.16%	Increased
923	CI Cowen Inc New York	$895K	+$137K	1	0.05%	Increased
924	BGC Birch Grove Capital New York	$883K	+$744K	1	0.53%	New
925	HIH HRS Investment Holdings New York	$869K	$0	1	0.57%	Maintained