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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	Funds holding	Growth	Growth %	Fund value
1	1 D.R. Horton DHI $37.4B	1,240	+88	+8%	$39.4B
2	2 Pultegroup PHM $20.8B	1,044	+8	+0.8%	$24.5B
3	3 Lennar Class A LEN $17.5B	939	+1	+0.1%	$19.3B
4	4 Toll Brothers TOL $12B	808	+23	+3%	$14.2B
5	5 NVR NVR $15.3B	689	+31	+5%	$16.2B
6	6 Millrose Properties Inc MRP $3.52B	524	+39	+8%	$4.26B
7	7 American Homes 4 Rent AMH $11B	484	+23	+5%	$10.9B
8	8 DELISTED Taylor Morrison TMHC	442	-11	-2%	$6.35B
9	9 Meritage Homes MTH $3.78B	401	-10	-2%	$5.67B
10	10 KB Home KBH $2.55B	379	-10	-3%	$3.97B
11	11 Champion Homes SKY $4.12B	370	+29	+9%	$5.32B
12	12 Cavco Industries CVCO $3.89B	360	+14	+4%	$4.74B
13	13 M/I Homes MHO $3.12B	352	+20	+6%	$3.97B
14	14 iShares US Home Construction ETF ITB $2.32B	347	+22	+7%	$2.38B
15	15 Green Brick Partners GRBK $2.59B	326	+10	+3%	$2.77B
16	16 St. Joe Company JOE $3.75B	320	0	0%	$3.14B
17	17 Howard Hughes HHH $4.08B	306	+13	+4%	$3.87B
18	18 Century Communities CCS $1.53B	266	-1	-0.4%	$1.89B
19	19 Lennar Class B LEN.B $17.4B	260	+16	+7%	$698M
20	20 LGI Homes LGIH $985M	252	+46	+22%	$1.35B
21	21 Dream Finders Homes DFH $672M	206	+14	+7%	$535M
22	22 Beazer Homes USA BZH $889M	187	+10	+6%	$677M
23	23 Forestar Group FOR $1.26B	185	+15	+9%	$594M
24	24 Hovnanian Enterprises HOV $570M	181	+23	+15%	$473M
25	25 Legacy Housing LEGH $636M	121	+9	+8%	$255M