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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	530	+28	+6%	$10.4B
2	2 Lennar Class A LEN $17.5B	466	+12	+3%	$9.36B
3	3 Pultegroup PHM $20.8B	383	-17	-4%	$5.26B
4	4 Toll Brothers TOL $12B	379	-1	-0.3%	$4.62B
5	5 NVR NVR $15.3B	285	+18	+7%	$5.23B
6	6 Howard Hughes HHH $4.08B	220	+6	+3%	$3.73B
7	7 DELISTED Tri Pointe Homes TPH	220	+11	+5%	$2.12B
8	8 KB Home KBH $2.55B	206	+5	+2%	$1.02B
9	9 American Homes 4 Rent AMH $11B	174	-7	-4%	$2.42B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	173	-17	-9%	$1.21B
11	11 iShares US Home Construction ETF ITB $2.32B	159	-1	-0.6%	$1.29B
12	12 Meritage Homes MTH $3.78B	149	-9	-6%	$1.39B
13	13 St. Joe Company JOE $3.75B	128	+9	+8%	$1.35B
14	14 Beazer Homes USA BZH $889M	127	+4	+3%	$354M
15	15 M/I Homes MHO $3.12B	126	-16	-11%	$558M
16	16 Forestar Group FOR $1.26B	124	+3	+2%	$384M
17	17 LGI Homes LGIH $985M	124	+11	+10%	$306M
18	18 Hovnanian Enterprises HOV $570M	116	+4	+4%	$87M
19	19 Cavco Industries CVCO $3.89B	108	+22	+26%	$714M
20	20 DELISTED Taylor Morrison TMHC	108	-1	-0.9%	$523M
21	21 Century Communities CCS $1.53B	85	0	0%	$226M
22	22 Lennar Class B LEN.B $17.4B	82	0	0%	$310M
23	23 Green Brick Partners GRBK $2.59B	61	0	0%	$306M
24	24 Pure Cycle PCYO $270M	42	-4	-9%	$70.7M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	34	+4	+13%	$34M