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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	410	+25	+6%	$6.66B
2	2 Pultegroup PHM $20.8B	410	+20	+5%	$5.87B
3	3 Lennar Class A LEN $17.5B	380	-10	-3%	$9.38B
4	4 Toll Brothers TOL $12B	341	+4	+1%	$5.33B
5	5 NVR NVR $15.3B	229	+22	+11%	$4.41B
6	6 Howard Hughes HHH $4.08B	220	+7	+3%	$4.47B
7	7 KB Home KBH $2.55B	185	+4	+2%	$1.26B
8	8 DELISTED M.D.C. Holdings, Inc. MDC	182	-12	-6%	$1.23B
9	9 Meritage Homes MTH $3.78B	163	+10	+7%	$1.51B
10	10 American Homes 4 Rent AMH $11B	159	+22	+16%	$1.98B
11	11 Forestar Group FOR $1.26B	152	+4	+3%	$594M
12	12 St. Joe Company JOE $3.75B	140	+5	+4%	$1.8B
13	13 iShares US Home Construction ETF ITB $2.32B	126	+1	+0.8%	$932M
14	14 Beazer Homes USA BZH $889M	117	0	0%	$520M
15	15 Hovnanian Enterprises HOV $570M	117	-4	-3%	$1.41B
16	16 DELISTED Taylor Morrison TMHC	111	+9	+9%	$802M
17	17 M/I Homes MHO $3.12B	105	+1	+1%	$574M
18	18 Cavco Industries CVCO $3.89B	88	+11	+14%	$678M
19	19 DELISTED Tri Pointe Homes TPH	74	+2	+3%	$358M
20	20 Pure Cycle PCYO $270M	63	+3	+5%	$89.2M
21	21 LGI Homes LGIH $985M	59	+7	+13%	$169M
22	XIN 22 DELISTED Xinyuan Real Estate XIN	56	+3	+6%	$49.1M
23	23 Lennar Class B LEN.B $17.4B	55	+1	+2%	$254M
24	24 Champion Homes SKY $4.12B	33	+3	+10%	$22.2M
25	25 DELISTED STRATUS PPTYS INC STRS	21	+1	+5%	$39M