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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 $38.5B	533	+26	+5%	$9.46B
2	2 Lennar Class A LEN $18.1B	474	-7	-1%	$7.93B
3	3 Pultegroup PHM $21.3B	416	+15	+4%	$5.93B
4	4 Toll Brothers TOL $12.3B	367	+3	+0.8%	$3.86B
5	5 NVR NVR $15.8B	301	-6	-2%	$4.95B
6	6 DELISTED Tri Pointe Homes TPH	248	+20	+9%	$2.11B
7	7 American Homes 4 Rent AMH $11.2B	226	+24	+12%	$4.98B
8	8 KB Home KBH $2.62B	219	+15	+7%	$1.33B
9	9 Howard Hughes HHH $4.18B	218	+3	+1%	$3.77B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	168	-3	-2%	$989M
11	11 LGI Homes LGIH $1.02B	164	+19	+13%	$623M
12	12 Meritage Homes MTH $3.88B	146	0	0%	$1.41B
13	13 Cavco Industries CVCO $4.03B	138	-2	-1%	$843M
14	14 Forestar Group FOR $1.26B	138	+4	+3%	$439M
15	15 M/I Homes MHO $3.22B	135	+14	+12%	$596M
16	16 iShares US Home Construction ETF ITB $2.39B	130	-12	-8%	$775M
17	17 Beazer Homes USA BZH $892M	127	+14	+12%	$334M
18	18 St. Joe Company JOE $3.84B	112	+1	+0.9%	$1.26B
19	19 DELISTED Taylor Morrison TMHC	111	+8	+8%	$518M
20	20 Hovnanian Enterprises HOV $589M	109	+3	+3%	$65.1M
21	21 Century Communities CCS $1.6B	90	-1	-1%	$292M
22	22 Lennar Class B LEN.B $18B	80	+1	+1%	$247M
23	23 Green Brick Partners GRBK $2.63B	61	-4	-6%	$335M
24	XIN 24 DELISTED Xinyuan Real Estate XIN	56	+5	+10%	$86.6M
25	25 Pure Cycle PCYO $271M	50	+4	+9%	$88.1M