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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 $17.5B	424	+32	+8%	$8.12B
2	2 D.R. Horton DHI $37.4B	417	-1	-0.2%	$7.65B
3	3 Pultegroup PHM $20.8B	410	+11	+3%	$6.73B
4	4 Toll Brothers TOL $12B	334	+4	+1%	$4.95B
5	5 NVR NVR $15.3B	225	+7	+3%	$4.42B
6	6 Howard Hughes HHH $4.08B	218	+4	+2%	$4.29B
7	7 KB Home KBH $2.55B	190	+14	+8%	$1.38B
8	8 DELISTED M.D.C. Holdings, Inc. MDC	186	+1	+0.5%	$1.33B
9	9 American Homes 4 Rent AMH $11B	181	-7	-4%	$2.66B
10	10 DELISTED Tri Pointe Homes TPH	181	+8	+5%	$2.48B
11	11 St. Joe Company JOE $3.75B	153	-2	-1%	$1.81B
12	12 Meritage Homes MTH $3.78B	149	-5	-3%	$1.45B
13	13 Forestar Group FOR $1.26B	147	-1	-0.7%	$521M
14	14 iShares US Home Construction ETF ITB $2.32B	133	+29	+28%	$1.09B
15	15 Hovnanian Enterprises HOV $570M	126	+14	+13%	$252M
16	16 Beazer Homes USA BZH $889M	123	+11	+10%	$482M
17	17 M/I Homes MHO $3.12B	113	+11	+11%	$589M
18	18 DELISTED Taylor Morrison TMHC	105	+9	+9%	$628M
19	19 Cavco Industries CVCO $3.89B	90	+1	+1%	$676M
20	20 LGI Homes LGIH $985M	76	0	0%	$166M
21	21 Century Communities CCS $1.53B	68	+6	+10%	$191M
22	22 Lennar Class B LEN.B $17.4B	54	-1	-2%	$263M
23	23 Pure Cycle PCYO $270M	47	0	0%	$60M
24	24 Green Brick Partners GRBK $2.59B	33	+12	+57%	$192M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	33	-10	-23%	$10.5M