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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	542	+9	+2%	$8.61B
2	2 Lennar Class A LEN $17.5B	472	-2	-0.4%	$8.22B
3	3 Pultegroup PHM $20.8B	425	+9	+2%	$5.16B
4	4 Toll Brothers TOL $12B	375	+8	+2%	$4.08B
5	5 NVR NVR $15.3B	292	-9	-3%	$4.87B
6	6 American Homes 4 Rent AMH $11B	241	+15	+7%	$4.87B
7	7 DELISTED Tri Pointe Homes TPH	241	-7	-3%	$1.81B
8	8 Howard Hughes HHH $4.08B	223	+5	+2%	$3.8B
9	9 KB Home KBH $2.55B	218	-1	-0.5%	$1.37B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	191	+23	+14%	$1.22B
11	11 Forestar Group FOR $1.26B	150	+12	+9%	$485M
12	12 LGI Homes LGIH $985M	149	-15	-9%	$529M
13	13 Meritage Homes MTH $3.78B	147	+1	+0.7%	$1.39B
14	14 Beazer Homes USA BZH $889M	136	+9	+7%	$375M
15	15 M/I Homes MHO $3.12B	136	+1	+0.7%	$627M
16	16 Cavco Industries CVCO $3.89B	135	-3	-2%	$849M
17	17 iShares US Home Construction ETF ITB $2.32B	134	+4	+3%	$676M
18	18 Hovnanian Enterprises HOV $570M	117	+8	+7%	$108M
19	19 St. Joe Company JOE $3.75B	116	+4	+4%	$1.31B
20	20 DELISTED Taylor Morrison TMHC	115	+4	+4%	$559M
21	21 Century Communities CCS $1.53B	100	+10	+11%	$297M
22	22 Lennar Class B LEN.B $17.4B	85	+5	+6%	$259M
23	23 Green Brick Partners GRBK $2.59B	65	+4	+7%	$410M
24	XIN 24 DELISTED Xinyuan Real Estate XIN	58	+2	+4%	$68.1M
25	25 Pure Cycle PCYO $270M	48	-2	-4%	$84.6M