← 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	369	-31	-8%	$5.09B
2	2 D.R. Horton DHI $37.4B	366	-27	-7%	$7.61B
3	3 Lennar Class A LEN $17.5B	356	-23	-6%	$8.47B
4	4 Toll Brothers TOL $12B	318	-20	-6%	$4.46B
5	5 Howard Hughes HHH $4.08B	215	+11	+5%	$3.59B
6	6 DELISTED M.D.C. Holdings, Inc. MDC	197	+4	+2%	$1.19B
7	7 NVR NVR $15.3B	189	-7	-4%	$3.6B
8	8 KB Home KBH $2.55B	176	-5	-3%	$1.27B
9	9 Meritage Homes MTH $3.78B	149	-18	-11%	$1.34B
10	10 Forestar Group FOR $1.26B	142	-15	-10%	$692M
11	11 St. Joe Company JOE $3.75B	139	-2	-1%	$1.78B
12	12 Hovnanian Enterprises HOV $570M	121	-14	-10%	$685M
13	13 Beazer Homes USA BZH $889M	116	-2	-2%	$450M
14	14 American Homes 4 Rent AMH $11B	109	+109	–	$1.21B
15	15 M/I Homes MHO $3.12B	105	-2	-2%	$505M
16	16 DELISTED Taylor Morrison TMHC	102	-5	-5%	$794M
17	17 iShares US Home Construction ETF ITB $2.32B	100	-13	-12%	$774M
18	18 Cavco Industries CVCO $3.89B	74	+3	+4%	$492M
19	19 DELISTED Tri Pointe Homes TPH	72	-5	-6%	$236M
20	20 Pure Cycle PCYO $270M	59	+6	+11%	$62M
21	21 Lennar Class B LEN.B $17.4B	55	-4	-7%	$217M
22	XIN 22 DELISTED Xinyuan Real Estate XIN	52	+15	+41%	$56.7M
23	23 Champion Homes SKY $4.12B	30	-4	-12%	$18.7M
24	24 AMREP Corp AXR $109M	21	+3	+17%	$15.7M
25	25 DELISTED STRATUS PPTYS INC STRS	17	-3	-15%	$30.4M