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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 $39B	502	+68	+16%	$9.34B
2	2 Lennar Class A LEN $18.5B	454	+33	+8%	$9.05B
3	3 Pultegroup PHM $21.5B	400	+13	+3%	$5.58B
4	4 Toll Brothers TOL $12.3B	380	+21	+6%	$4.86B
5	5 NVR NVR $15.8B	267	+21	+9%	$5.14B
6	6 Howard Hughes HHH $4.17B	214	0	0%	$3.99B
7	7 DELISTED Tri Pointe Homes TPH	209	+20	+11%	$2.25B
8	8 KB Home KBH $2.64B	201	-5	-2%	$1.1B
9	9 DELISTED M.D.C. Holdings, Inc. MDC	190	+6	+3%	$1.14B
10	10 American Homes 4 Rent AMH $11.1B	181	+13	+8%	$2.39B
11	11 iShares US Home Construction ETF ITB $2.41B	160	+2	+1%	$1.14B
12	12 Meritage Homes MTH $3.92B	158	+1	+0.6%	$1.55B
13	13 M/I Homes MHO $3.18B	142	+30	+27%	$607M
14	14 Beazer Homes USA BZH $892M	123	+8	+7%	$401M
15	15 Forestar Group FOR $1.31B	121	-13	-10%	$432M
16	16 St. Joe Company JOE $3.9B	119	-17	-13%	$1.47B
17	17 LGI Homes LGIH $1.02B	113	+32	+40%	$337M
18	18 Hovnanian Enterprises HOV $608M	112	-2	-2%	$103M
19	19 DELISTED Taylor Morrison TMHC	109	+7	+7%	$659M
20	20 Cavco Industries CVCO $4.11B	86	-6	-7%	$592M
21	21 Century Communities CCS $1.58B	85	+10	+13%	$246M
22	22 Lennar Class B LEN.B $18.4B	82	+8	+11%	$306M
23	23 Green Brick Partners GRBK $2.66B	61	-2	-3%	$460M
24	24 Pure Cycle PCYO $270M	46	+3	+7%	$75.8M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	30	+1	+3%	$27.2M