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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 Lennar Class A LEN $18.6B	390	+34	+10%	$9.62B
2	2 Pultegroup PHM $21.5B	390	+21	+6%	$6.48B
3	3 D.R. Horton DHI $39.2B	385	+19	+5%	$7.18B
4	4 Toll Brothers TOL $12.4B	337	+19	+6%	$5.4B
5	5 Howard Hughes HHH $4.17B	213	-2	-0.9%	$3.93B
6	6 NVR NVR $15.9B	207	+18	+10%	$3.93B
7	7 DELISTED M.D.C. Holdings, Inc. MDC	194	-3	-2%	$1.49B
8	8 KB Home KBH $2.64B	181	+5	+3%	$1.89B
9	9 Meritage Homes MTH $3.93B	153	+4	+3%	$1.54B
10	10 Forestar Group FOR $1.31B	148	+6	+4%	$715M
11	11 American Homes 4 Rent AMH $11.2B	137	+28	+26%	$1.59B
12	12 St. Joe Company JOE $3.9B	135	-4	-3%	$1.79B
13	13 iShares US Home Construction ETF ITB $2.42B	125	+25	+25%	$907M
14	14 Hovnanian Enterprises HOV $611M	121	0	0%	$2.05B
15	15 Beazer Homes USA BZH $892M	117	+1	+0.9%	$611M
16	16 M/I Homes MHO $3.19B	104	-1	-1%	$631M
17	17 DELISTED Taylor Morrison TMHC	102	0	0%	$774M
18	18 Cavco Industries CVCO $4.1B	77	+3	+4%	$573M
19	19 DELISTED Tri Pointe Homes TPH	72	0	0%	$352M
20	20 Pure Cycle PCYO $269M	60	+1	+2%	$90M
21	21 Lennar Class B LEN.B $18.3B	54	-1	-2%	$264M
22	XIN 22 DELISTED Xinyuan Real Estate XIN	53	+1	+2%	$56.3M
23	23 LGI Homes LGIH $1.02B	52	+52	–	$175M
24	24 Champion Homes SKY $4.3B	30	0	0%	$18.5M
25	25 AMREP Corp AXR $109M	22	+1	+5%	$13.3M