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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
976	Klingenstein Fields & Co New York	$404K	+$411K	1	0.02%	New
977	FDS First Dallas Securities Dallas, Texas	$402K	-$415K	1	0.3%	Reduced
978	RHBC R.H. Bluestein & Co Birmingham, Michigan	$401K	$0	1	0.03%	Maintained
979	DP Dearborn Partners Chicago, Illinois	$400K	$0	1	0.03%	Maintained
980	AAM Azzad Asset Management Falls Church, Virginia	$400K	+$12.3K	1	0.16%	Increased
981	Smithfield Trust Pittsburgh, Pennsylvania	$399K	-$12.3K	2	0.07%	Reduced
982	AIM Allen Investment Management New York	$392K	-$464K	1	0.03%	Reduced
983	HCM Herndon Capital Management Atlanta, Georgia	$392K	-$488K	4	0.02%	Reduced
984	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$390K	-$21.2K	2	0.08%	Reduced
985	OC Oppenheimer & Close New York	$388K	$0	1	0.37%	Maintained
986	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$387K	-$9.3K	1	0.07%	Reduced
987	FRM Fox Run Management Greenwich, Connecticut	$382K	-$1.49M	2	0.23%	Reduced
988	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$380K	-$1.91K	1	0.28%	Reduced
989	PPCM Pillar Pacific Capital Management Pacifica, California	$370K	+$119K	1	0.06%	Increased
990	BAC Boys Arnold & Co Asheville, North Carolina	$367K	+$379K	1	0.06%	New
991	LCM Lucas Capital Management Red Bank, New Jersey	$361K	+$132K	1	0.28%	Increased
992	ID Integral Derivatives New York	$360K	+$51.4K	1	0.01%	Increased
993	CMT Capital Markets Trading Frankfurt, Germany	$358K	+$176K	1	0.03%	Increased
994	WIS Wright Investors Service Shelton, Connecticut	$358K	+$102K	1	0.15%	Increased
995	BRA Blue Rock Advisors Wayzata, Minnesota	$353K	+$344K	1	0.78%	New
996	FIG Fortress Investment Group New York	$353K	$0	1	0.01%	Maintained
997	Twin Tree Management Dallas, Texas	$353K	-$5.66M	2	0%	Reduced
998	OA Oxbow Advisors Austin, Texas	$352K	+$7.55K	1	0.05%	Increased
999	LA Lucus Advisors New York	$351K	+$366K	1	0.3%	New
1000	PAM Private Asset Management San Diego, California	$344K	-$22K	1	0.06%	Reduced