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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 Pultegroup PHM $20.8B	405	-5	-1%	$6.32B
2	2 D.R. Horton DHI $37.4B	403	-7	-2%	$7.68B
3	3 Lennar Class A LEN $17.5B	386	+6	+2%	$7.61B
4	4 Toll Brothers TOL $12B	346	+5	+1%	$5.44B
5	5 Howard Hughes HHH $4.08B	217	-3	-1%	$5.19B
6	6 NVR NVR $15.3B	214	-15	-7%	$4.19B
7	7 KB Home KBH $2.55B	179	-6	-3%	$1.47B
8	8 DELISTED M.D.C. Holdings, Inc. MDC	177	-5	-3%	$1.35B
9	9 American Homes 4 Rent AMH $11B	166	+7	+4%	$2.34B
10	10 St. Joe Company JOE $3.75B	162	+22	+16%	$2.54B
11	11 Forestar Group FOR $1.26B	149	-3	-2%	$650M
12	12 Meritage Homes MTH $3.78B	145	-18	-11%	$1.64B
13	13 iShares US Home Construction ETF ITB $2.32B	127	+1	+0.8%	$1.12B
14	14 Hovnanian Enterprises HOV $570M	114	-3	-3%	$325M
15	15 Beazer Homes USA BZH $889M	113	-4	-3%	$524M
16	16 M/I Homes MHO $3.12B	110	+5	+5%	$625M
17	17 Cavco Industries CVCO $3.89B	107	+19	+22%	$738M
18	18 DELISTED Tri Pointe Homes TPH	106	+32	+43%	$544M
19	19 DELISTED Taylor Morrison TMHC	102	-9	-8%	$760M
20	20 LGI Homes LGIH $985M	67	+8	+14%	$178M
21	21 Lennar Class B LEN.B $17.4B	59	+4	+7%	$282M
22	22 Pure Cycle PCYO $270M	55	-8	-13%	$97.2M
23	XIN 23 DELISTED Xinyuan Real Estate XIN	52	-4	-7%	$36.2M
24	24 Champion Homes SKY $4.12B	31	-2	-6%	$15.2M
25	25 Green Brick Partners GRBK $2.59B	25	+6	+32%	$22.6M