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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	% of Portfolio	Status
2001	MSL Mackay Shields LLC New York	$0	-$10.2M	–	Closed
2002	MIP Marietta Investment Partners Milwaukee, Wisconsin	$0	-$3.49M	–	Closed
2003	Mather Group Chicago, Illinois	$0	-$382K	–	Closed
2004	Mawer Investment Management Calgary, Alberta, Canada	$0	-$413K	–	Closed
2005	MAM McCarthy Asset Management Redwood Shores, California	$0	-$87K	–	Closed
2006	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$0	-$220K	–	Closed
2007	MAG Millrace Asset Group Berwyn, Pennsylvania	$0	-$1.7M	–	Closed
2008	MI MMCAP International Grand Cayman, Cayman Islands	$0	-$979K	–	Closed
2009	MSAM Moloney Securities Asset Management Manchester, Missouri	$0	-$250K	–	Closed
2010	Mondrian Investment Partners London, United Kingdom	$0	-$52K	–	Closed
2011	Montrusco Bolton Investments Montreal, Quebec, Canada	$0	-$23.1M	–	Closed
2012	Moore Capital Management New York	$0	-$239K	–	Closed
2013	MLM Mount Lucas Management Newtown, Pennsylvania	$0	-$8.7M	–	Closed
2014	MUFG Securities EMEA London, United Kingdom	$0	-$4.61M	–	Closed
2015	MC Muhlenkamp & Co Wexford, Pennsylvania	$0	-$13.3M	–	Closed
2016	NGA Naples Global Advisors Naples, Florida	$0	-$448K	–	Closed
2017	NFG Nations Financial Group Cedar Rapids, Iowa	$0	-$530K	–	Closed
2018	NCM Nelson Capital Management Menlo Park, California	$0	-$3.57M	–	Closed
2019	NVIM New Vernon Investment Management Highland Park, Illinois	$0	-$1.61M	–	Closed
2020	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$0	-$2.8M	–	Closed
2021	NSGL No Street GP LP San Francisco, California	$0	-$5.27M	–	Closed
2022	OAM Oak Asset Management Westlake Village, California	$0	-$259K	–	Closed
2023	Orion Portfolio Solutions Omaha, Nebraska	$0	-$236K	–	Closed
2024	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$388K	–	Closed
2025	OP Osmium Partners Greenbrae, California	$0	-$879K	–	Closed