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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	491	-39	-7%	$9.42B
2	2 Lennar Class A LEN $17.5B	465	-1	-0.2%	$9.26B
3	3 Pultegroup PHM $20.8B	409	+26	+7%	$5.6B
4	4 Toll Brothers TOL $12B	369	-10	-3%	$3.95B
5	5 NVR NVR $15.3B	299	+14	+5%	$5.37B
6	6 DELISTED Tri Pointe Homes TPH	222	+2	+0.9%	$1.95B
7	7 Howard Hughes HHH $4.08B	217	-3	-1%	$3.38B
8	8 KB Home KBH $2.55B	212	+6	+3%	$1.16B
9	9 American Homes 4 Rent AMH $11B	194	+20	+11%	$2.67B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	172	-1	-0.6%	$987M
11	11 Meritage Homes MTH $3.78B	154	+5	+3%	$1.42B
12	12 iShares US Home Construction ETF ITB $2.32B	145	-14	-9%	$960M
13	13 Forestar Group FOR $1.26B	127	+3	+2%	$466M
14	14 M/I Homes MHO $3.12B	126	0	0%	$467M
15	15 LGI Homes LGIH $985M	124	0	0%	$301M
16	16 Cavco Industries CVCO $3.89B	121	+13	+12%	$795M
17	17 St. Joe Company JOE $3.75B	119	-9	-7%	$1.23B
18	18 Beazer Homes USA BZH $889M	114	-13	-10%	$258M
19	19 DELISTED Taylor Morrison TMHC	111	+3	+3%	$459M
20	20 Hovnanian Enterprises HOV $570M	109	-7	-6%	$70.3M
21	21 Century Communities CCS $1.53B	77	-8	-9%	$206M
22	22 Lennar Class B LEN.B $17.4B	77	-5	-6%	$286M
23	23 Green Brick Partners GRBK $2.59B	61	0	0%	$306M
24	24 Pure Cycle PCYO $270M	45	+3	+7%	$67.5M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	39	+5	+15%	$44.8M