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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
151	SIM Stelliam Investment Management New York	$90.1M	+$102K	2	3.73%	Increased
152	VFA Virtus Fund Advisers Hartford, Connecticut	$87.1M	+$35.4M	2	0.86%	Increased
153	State of New Jersey Common Pension Fund D Trenton, New Jersey	$86.3M	-$76.3M	9	0.33%	Reduced
154	Teacher Retirement System of Texas Austin, Texas	$85.6M	+$30.7M	20	0.57%	Increased
155	Sculptor Capital New York	$84.8M	-$4.25M	2	0.42%	Reduced
156	ACM AEW Capital Management Boston, Massachusetts	$84.3M	-$2.37M	1	2.18%	Reduced
157	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$84.1M	$0	3	1.29%	Maintained
158	Royce & Associates New York	$83.9M	+$471K	11	0.56%	Increased
159	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$83.4M	-$330K	1	5.2%	Reduced
160	Eagle Asset Management St Petersburg, Florida	$83.4M	+$9.08M	3	0.46%	Increased
161	Public Employees Retirement Association of Colorado Denver, Colorado	$82.8M	+$2.51M	16	0.53%	Increased
162	Los Angeles Capital Management Los Angeles, California	$79.8M	+$63.6M	14	0.44%	Increased
163	CC Carlson Capital Dallas, Texas	$79.4M	-$57.9M	4	1.35%	Reduced
164	PGGM Investments Zeist, Netherlands	$78.9M	+$24.4M	4	0.44%	Increased
165	AIG American International Group New York	$77.6M	+$1.19M	24	0.25%	Increased
166	AHL Partners London, United Kingdom	$77.2M	+$55.1M	11	1.21%	Increased
167	DS Dudley & Shanley Palm Beach, Florida	$74.5M	-$19M	3	16.74%	Reduced
168	Natixis Paris, France	$74.5M	+$53.6M	4	0.57%	Increased
169	Banco Santander Madrid, Spain	$72.9M	+$66.5M	1	1.04%	New
170	Element Capital Management New York	$72.9M	+$67.5M	2	1.5%	New
171	Sterling Capital Management Charlotte, North Carolina	$72.4M	-$5.54M	6	0.66%	Reduced
172	OppenheimerFunds New York	$71.8M	+$25M	12	0.09%	Increased
173	Retirement Systems of Alabama Montgomery, Alabama	$71.7M	+$298K	8	0.35%	Increased
174	Korea Investment Corp Seoul, South Korea	$71.6M	-$9.04M	6	0.33%	Reduced
175	Duff & Phelps Investment Management Chicago, Illinois	$71.1M	+$1.22M	1	1.02%	Increased