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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	418	+15	+4%	$6.23B
2	2 Pultegroup PHM $20.8B	399	-6	-1%	$5.55B
3	3 Lennar Class A LEN $17.5B	392	+6	+2%	$7.14B
4	4 Toll Brothers TOL $12B	330	-16	-5%	$4.6B
5	5 NVR NVR $15.3B	218	+4	+2%	$4.08B
6	6 Howard Hughes HHH $4.08B	214	-3	-1%	$4.89B
7	7 American Homes 4 Rent AMH $11B	188	+22	+13%	$2.69B
8	8 DELISTED M.D.C. Holdings, Inc. MDC	185	+8	+5%	$1.15B
9	9 KB Home KBH $2.55B	176	-3	-2%	$1.3B
10	10 DELISTED Tri Pointe Homes TPH	173	+67	+63%	$1.9B
11	11 St. Joe Company JOE $3.75B	155	-7	-4%	$1.99B
12	12 Meritage Homes MTH $3.78B	154	+9	+6%	$1.38B
13	13 Forestar Group FOR $1.26B	148	-1	-0.7%	$612M
14	14 Beazer Homes USA BZH $889M	112	-1	-0.9%	$419M
15	15 Hovnanian Enterprises HOV $570M	112	-2	-2%	$220M
16	16 iShares US Home Construction ETF ITB $2.32B	104	-23	-18%	$1.02B
17	17 M/I Homes MHO $3.12B	102	-8	-7%	$518M
18	18 DELISTED Taylor Morrison TMHC	96	-6	-6%	$540M
19	19 Cavco Industries CVCO $3.89B	89	-18	-17%	$588M
20	20 LGI Homes LGIH $985M	76	+9	+13%	$188M
21	21 Century Communities CCS $1.53B	62	+57	+1,140%	$199M
22	22 Lennar Class B LEN.B $17.4B	55	-4	-7%	$249M
23	23 Pure Cycle PCYO $270M	47	-8	-15%	$94.1M
24	XIN 24 DELISTED Xinyuan Real Estate XIN	43	-9	-17%	$18.6M
25	25 Champion Homes SKY $4.12B	28	-3	-10%	$15.2M