← All themes Housing & Home Improvement

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 Pultegroup PHM $20.8B	400	+400	–	$6.11B
2	2 D.R. Horton DHI $37.4B	393	+393	–	$8.66B
3	3 Lennar Class A LEN $17.5B	379	+379	–	$8.92B
4	4 Toll Brothers TOL $12B	338	+338	–	$4.39B
5	5 Howard Hughes HHH $4.08B	204	+204	–	$3.66B
6	6 NVR NVR $15.3B	196	+196	–	$3.65B
7	7 DELISTED M.D.C. Holdings, Inc. MDC	193	+193	–	$1.16B
8	8 KB Home KBH $2.55B	181	+181	–	$1.3B
9	9 Meritage Homes MTH $3.78B	167	+167	–	$1.38B
10	10 Forestar Group FOR $1.26B	157	+157	–	$628M
11	11 St. Joe Company JOE $3.75B	141	+141	–	$1.97B
12	12 Hovnanian Enterprises HOV $570M	135	+135	–	$718M
13	13 Beazer Homes USA BZH $889M	118	+118	–	$433M
14	14 iShares US Home Construction ETF ITB $2.32B	113	+113	–	$800M
15	15 M/I Homes MHO $3.12B	107	+107	–	$565M
16	16 DELISTED Taylor Morrison TMHC	107	+107	–	$797M
17	17 DELISTED Tri Pointe Homes TPH	77	+77	–	$263M
18	18 Cavco Industries CVCO $3.89B	71	+71	–	$341M
19	19 Lennar Class B LEN.B $17.4B	59	+59	–	$205M
20	20 Pure Cycle PCYO $270M	53	+53	–	$70.8M
21	XIN 21 DELISTED Xinyuan Real Estate XIN	37	+37	–	$35.5M
22	22 Champion Homes SKY $4.12B	34	+34	–	$15.1M
23	23 DELISTED STRATUS PPTYS INC STRS	20	+20	–	$27.6M
24	24 AMREP Corp AXR $109M	18	+18	–	$14.3M
25	25 Green Brick Partners GRBK $2.59B	14	+14	–	$9.37M