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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
951	RCM Reynolds Capital Management Las Vegas, Nevada	$446K	+$194K	1	0.39%	Increased
952	EVC Eidelman Virant Capital Saint Louis, Missouri	$445K	+$45.1K	1	0.19%	Increased
953	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$444K	+$326K	2	0.06%	Increased
954	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$438K	+$364K	1	0.02%	New
955	Jupiter Investment Management London, United Kingdom	$430K	-$1.79M	1	0.01%	Reduced
956	RGI River Global Investors London, United Kingdom	$430K	-$1.24M	1	0.16%	Reduced
957	TI Telemetry Investments New York	$428K	+$396K	1	0.24%	New
958	IA Icon Advisers Greenwood Village, Colorado	$426K	-$541K	1	0.03%	Reduced
959	IFS Ifrah Financial Services Little Rock, Arkansas	$417K	+$394K	1	0.16%	New
960	PP Paloma Partners Greenwich, Connecticut	$414K	-$1.08M	2	0.01%	Reduced
961	BCMO Buckingham Capital Management (Ohio) Dayton, Ohio	$408K	-$136K	1	0.12%	Reduced
962	CC ClearArc Capital Cincinnati, Ohio	$406K	+$374K	2	0.08%	New
963	MI Markston International White Plains, New York	$392K	$0	1	0.03%	Maintained
964	SI SII Investments Appleton, Wisconsin	$389K	-$4.67K	1	0.05%	Reduced
965	HHGA Halbert Hargrove Global Advisors Long Beach, California	$385K	+$356K	1	0.12%	New
966	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$381K	+$33.5K	4	0.05%	Increased
967	I IberiaBank Lafayette, Louisiana	$379K	$0	1	0.17%	Maintained
968	Central Trust Company Jefferson City, Missouri	$377K	+$22.6K	4	0.03%	Increased
969	AC Alexandria Capital Arlington, Virginia	$376K	$0	3	0.14%	Maintained
970	Eagle Global Advisors Houston, Texas	$372K	$0	1	0.01%	Maintained
971	GWI Grace & White Inc Ny, New York	$371K	$0	1	0.07%	Maintained
972	AC Addison Capital Conshohocken, Pennsylvania	$369K	+$135K	1	0.3%	Increased
973	Davenport & Co Richmond, Virginia	$362K	+$187K	2	0.01%	Increased
974	SCM Symons Capital Management Pittsburgh, Pennsylvania	$361K	+$322K	1	0.08%	New
975	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$360K	+$224K	11	0.01%	Increased