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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	434	-14	-3%	$8.43B
2	2 Lennar Class A LEN $17.5B	421	-7	-2%	$9.63B
3	3 Pultegroup PHM $20.8B	387	-22	-5%	$6.02B
4	4 Toll Brothers TOL $12B	359	-1	-0.3%	$5.43B
5	5 NVR NVR $15.3B	246	+16	+7%	$4.64B
6	6 Howard Hughes HHH $4.08B	214	+2	+0.9%	$4.89B
7	7 KB Home KBH $2.55B	206	+17	+9%	$1.32B
8	8 DELISTED Tri Pointe Homes TPH	189	+9	+5%	$2.5B
9	9 DELISTED M.D.C. Holdings, Inc. MDC	184	+5	+3%	$1.41B
10	10 American Homes 4 Rent AMH $11B	168	-14	-8%	$2.58B
11	11 iShares US Home Construction ETF ITB $2.32B	158	+2	+1%	$1.55B
12	12 Meritage Homes MTH $3.78B	157	+2	+1%	$2.06B
13	13 St. Joe Company JOE $3.75B	136	-10	-7%	$1.43B
14	14 Forestar Group FOR $1.26B	134	-1	-0.7%	$456M
15	15 Beazer Homes USA BZH $889M	115	-9	-7%	$546M
16	16 Hovnanian Enterprises HOV $570M	114	+2	+2%	$169M
17	17 M/I Homes MHO $3.12B	112	+1	+0.9%	$641M
18	18 DELISTED Taylor Morrison TMHC	102	+2	+2%	$681M
19	19 Cavco Industries CVCO $3.89B	92	+2	+2%	$641M
20	20 LGI Homes LGIH $985M	81	+2	+3%	$226M
21	21 Century Communities CCS $1.53B	75	+15	+25%	$242M
22	22 Lennar Class B LEN.B $17.4B	74	+17	+30%	$333M
23	23 Green Brick Partners GRBK $2.59B	63	+26	+70%	$458M
24	24 Pure Cycle PCYO $270M	43	-2	-4%	$77.7M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	29	-2	-6%	$31.7M