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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	507	+16	+3%	$9.9B
2	2 Lennar Class A LEN $17.5B	481	+16	+3%	$8.79B
3	3 Pultegroup PHM $20.8B	401	-8	-2%	$6.01B
4	4 Toll Brothers TOL $12B	364	-5	-1%	$3.46B
5	5 NVR NVR $15.3B	307	+8	+3%	$5.64B
6	6 DELISTED Tri Pointe Homes TPH	228	+6	+3%	$1.88B
7	7 Howard Hughes HHH $4.08B	215	-2	-0.9%	$3.72B
8	8 KB Home KBH $2.55B	204	-8	-4%	$1.22B
9	9 American Homes 4 Rent AMH $11B	202	+8	+4%	$3.56B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	171	-1	-0.6%	$951M
11	11 Meritage Homes MTH $3.78B	146	-8	-5%	$1.53B
12	12 LGI Homes LGIH $985M	145	+21	+17%	$450M
13	13 iShares US Home Construction ETF ITB $2.32B	142	-3	-2%	$1.03B
14	14 Cavco Industries CVCO $3.89B	140	+19	+16%	$805M
15	15 Forestar Group FOR $1.26B	134	+7	+6%	$426M
16	16 M/I Homes MHO $3.12B	121	-5	-4%	$473M
17	17 Beazer Homes USA BZH $889M	113	-1	-0.9%	$224M
18	18 St. Joe Company JOE $3.75B	111	-8	-7%	$1.26B
19	19 Hovnanian Enterprises HOV $570M	106	-3	-3%	$67.2M
20	20 DELISTED Taylor Morrison TMHC	103	-8	-7%	$444M
21	21 Century Communities CCS $1.53B	91	+14	+18%	$231M
22	22 Lennar Class B LEN.B $17.4B	79	+2	+3%	$273M
23	23 Green Brick Partners GRBK $2.59B	65	+4	+7%	$293M
24	XIN 24 DELISTED Xinyuan Real Estate XIN	51	+12	+31%	$56.7M
25	25 Pure Cycle PCYO $270M	46	+1	+2%	$71.5M