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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	448	+31	+7%	$8.7B
2	2 Lennar Class A LEN $17.5B	428	+4	+0.9%	$9.68B
3	3 Pultegroup PHM $20.8B	409	-1	-0.2%	$6.85B
4	4 Toll Brothers TOL $12B	360	+26	+8%	$5.85B
5	5 NVR NVR $15.3B	230	+5	+2%	$4.56B
6	6 Howard Hughes HHH $4.08B	212	-6	-3%	$5.27B
7	7 KB Home KBH $2.55B	189	-1	-0.5%	$1.24B
8	8 American Homes 4 Rent AMH $11B	182	+1	+0.6%	$2.6B
9	9 DELISTED Tri Pointe Homes TPH	180	-1	-0.6%	$2.56B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	179	-7	-4%	$1.34B
11	11 iShares US Home Construction ETF ITB $2.32B	156	+23	+17%	$1.58B
12	12 Meritage Homes MTH $3.78B	155	+6	+4%	$2.15B
13	13 St. Joe Company JOE $3.75B	146	-7	-5%	$1.78B
14	14 Forestar Group FOR $1.26B	135	-12	-8%	$544M
15	15 Beazer Homes USA BZH $889M	124	+1	+0.8%	$456M
16	16 Hovnanian Enterprises HOV $570M	112	-14	-11%	$210M
17	17 M/I Homes MHO $3.12B	111	-2	-2%	$631M
18	18 DELISTED Taylor Morrison TMHC	100	-5	-5%	$703M
19	19 Cavco Industries CVCO $3.89B	90	0	0%	$642M
20	20 LGI Homes LGIH $985M	79	+3	+4%	$191M
21	21 Century Communities CCS $1.53B	60	-8	-12%	$210M
22	22 Lennar Class B LEN.B $17.4B	57	+3	+6%	$293M
23	23 Pure Cycle PCYO $270M	45	-2	-4%	$75.2M
24	24 Green Brick Partners GRBK $2.59B	37	+4	+12%	$195M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	31	-2	-6%	$11.2M