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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
1951	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$0	-$1.11M	0	–	Closed
1952	Heritage Wealth Advisors Richmond, Virginia	$0	-$42K	0	–	Closed
1953	HIM HGC Investment Management Toronto, Ontario, Canada	$0	-$900K	0	–	Closed
1954	HVCM HG Vora Capital Management New York	$0	-$11.8M	0	–	Closed
1955	HCMT Highland Capital Management (Texas) Dallas, Texas	$0	-$3.07M	0	–	Closed
1956	HWM HighMark Wealth Management St. Paul, Minnesota	$0	-$5K	0	–	Closed
1957	Hood River Capital Management Palm Beach Gardens, Florida	$0	-$8.64M	0	–	Closed
1958	IA IFS Advisors Overland Park, Kansas	$0	-$30K	0	–	Closed
1959	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$677K	0	–	Closed
1960	ICM Islay Capital Management Lubbock, Texas	$0	-$111K	0	–	Closed
1961	IM Islet Management New York	$0	-$20.3M	0	–	Closed
1962	JHCP Jackson Hole Capital Partners Tulsa, Oklahoma	$0	-$154K	0	–	Closed
1963	JCI Jet Capital Investors New York	$0	-$20.9M	0	–	Closed
1964	JC Jetstream Capital Brentwood, Tennessee	$0	-$1.06M	0	–	Closed
1965	KCM Karp Capital Management Sausalito, California	$0	-$4.26M	0	–	Closed
1966	KCM Kathmere Capital Management Wayne, Pennsylvania	$0	-$2K	0	–	Closed
1967	KC Kinloch Capital Glen Allen, Virginia	$0	-$24K	0	–	Closed
1968	LG LaFleur & Godfrey Grand Rapids, Michigan	$0	-$496K	0	–	Closed
1969	LHC Lodge Hill Capital New York	$0	-$8.79M	0	–	Closed
1970	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$0	-$19K	0	–	Closed
1971	Madison Asset Management Madison, Wisconsin	$0	-$5.01M	0	–	Closed
1972	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$0	-$296K	0	–	Closed
1973	MWM Mascoma Wealth Management Hanover, New Hampshire	$0	+$78	1	0%	New
1974	MSA Mason Street Advisors Milwaukee, Wisconsin	$0	-$21.8M	0	–	Closed
1975	MCM Masterton Capital Management New York	$0	-$9.07M	0	–	Closed