CY2021 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BLUEGREEN VACATIONS HOLDING CORPORATION | $200,000.00 | 2021-12-31 | View |
| HOVNANIAN ENTERPRISES INC | $63,804,000.00 | 2022-01-31 | View |
| M.D.C. Holdings, Inc. | $58,054,000.00 | 2021-12-31 | View |
| Toll Brothers, Inc. | $247,942,000.00 | 2022-01-31 | View |
| KB HOME | $161,119,000.00 | 2021-11-30 | View |
| M/I HOMES, INC. | $24,343,000.00 | 2021-12-31 | View |
| PULTEGROUP INC/MI/ | $160,756,000.00 | 2021-12-31 | View |
| Meritage Homes Corporation | $56,253,000.00 | 2021-12-31 | View |
| D.R. Horton, Inc. | $221,300,000.00 | 2021-12-31 | View |
| OMEGA HEALTHCARE INVESTORS, INC. | $1,500,000.00 | 2021-12-31 | View |
| NVR, Inc. | $593,000.00 | 2021-12-31 | View |
| BEAZER HOMES USA, INC. | $110,516,000.00 | 2021-12-31 | View |
| AGREE REALTY CORPORATION | $249,000.00 | 2021-12-31 | View |
| Blackbaud, Inc. | $0.00 | 2021-12-31 | View |
| Travel & Leisure Co. | $0.00 | 2021-12-31 | View |
| Green Brick Partners, Inc. | $19,950,000.00 | 2021-12-31 | View |
| FORESTAR GROUP INC. | $52,900,000.00 | 2021-12-31 | View |
| CIM REAL ESTATE FINANCE TRUST, INC. | $1,800,000.00 | 2021-12-31 | View |
| Tri Pointe Homes, Inc. | $173,563,000.00 | 2021-12-31 | View |
| TAYLOR MORRISON HOME CORP | $168,670,000.00 | 2021-12-31 | View |
| Century Communities, Inc. | $53,379,000.00 | 2021-12-31 | View |
| Invitation Homes Inc. | $70,145,000.00 | 2021-12-31 | View |
| DREAM FINDERS HOMES, INC. | $16,317,000.00 | 2021-12-31 | View |
| UNITED HOMES GROUP, INC. | $1,190,318.00 | 2021-12-31 | View |
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