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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
926	CL CPWM LLC Seattle, Washington	$372K	+$346K	1	0.11%	New
927	CCM Coe Capital Management Highland Park, Illinois	$370K	-$673K	1	0.12%	Reduced
928	GWI Grace & White Inc Ny, New York	$368K	$0	1	0.07%	Maintained
929	PCM Perritt Capital Management Chicago, Illinois	$365K	-$23.6K	1	0.07%	Reduced
930	DC Deere & Company Moline, Illinois	$364K	-$65.4K	1	0.02%	Reduced
931	PHK Point72 Hong Kong Hong Kong	$363K	-$494K	3	0.36%	Reduced
932	AC Alexandria Capital Arlington, Virginia	$362K	-$54K	3	0.14%	Reduced
933	SI SII Investments Appleton, Wisconsin	$362K	-$44.6K	1	0.05%	Reduced
934	IIM Ironwood Investment Management Boston, Massachusetts	$360K	$0	1	0.07%	Maintained
935	Highbridge Capital Management New York	$351K	-$9.2M	1	0%	Reduced
936	PP Patten & Patten Chattanooga, Tennessee	$337K	+$320K	1	0.05%	New
937	RCM Rotella Capital Management Bellevue, Washington	$334K	-$360K	1	0.29%	Reduced
938	AGC Angelo Gordon & Co New York	$331K	$0	1	0.02%	Maintained
939	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$326K	-$70.9K	4	0.04%	Reduced
940	MHS M Holdings Securities Portland, Oregon	$324K	$0	1	0.21%	Maintained
941	Catalyst Capital Advisors Huntington, New York	$322K	-$3.32M	2	0.04%	Reduced
942	RHBC R.H. Bluestein & Co Birmingham, Michigan	$322K	-$13K	1	0.02%	Reduced
943	Perkins Investment Management Chicago, Illinois	$320K	+$91.6K	1	0%	Increased
944	I IberiaBank Lafayette, Louisiana	$319K	$0	1	0.17%	Maintained
945	Stephens Inc Little Rock, Arkansas	$319K	+$20.9K	1	0.02%	Increased
946	Eagle Global Advisors Houston, Texas	$313K	$0	1	0.01%	Maintained
947	EVC Eidelman Virant Capital Saint Louis, Missouri	$313K	$0	1	0.14%	Maintained
948	MC Moors & Cabot Boston, Massachusetts	$310K	-$32.6K	1	0.05%	Reduced
949	HM Payson & Co Portland, Maine	$308K	$0	1	0.02%	Maintained
950	Vident Investment Advisory Alpharetta, Georgia	$307K	+$314K	1	0.1%	New