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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	572	+30	+6%	$10.5B
2	2 Lennar Class A LEN $17.5B	478	+6	+1%	$9.96B
3	3 Pultegroup PHM $20.8B	476	+51	+12%	$6.57B
4	4 Toll Brothers TOL $12B	378	+3	+0.8%	$4.8B
5	5 NVR NVR $15.3B	321	+29	+10%	$6.26B
6	6 American Homes 4 Rent AMH $11B	249	+8	+3%	$5.54B
7	7 DELISTED Tri Pointe Homes TPH	240	-1	-0.4%	$2.08B
8	8 Howard Hughes HHH $4.08B	224	+1	+0.4%	$4.13B
9	9 KB Home KBH $2.55B	202	-16	-7%	$1.69B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	191	0	0%	$1.26B
11	11 Meritage Homes MTH $3.78B	154	+7	+5%	$1.47B
12	12 Forestar Group FOR $1.26B	153	+3	+2%	$505M
13	13 DELISTED Taylor Morrison TMHC	152	+37	+32%	$1.07B
14	14 LGI Homes LGIH $985M	146	-3	-2%	$637M
15	15 M/I Homes MHO $3.12B	143	+7	+5%	$613M
16	16 Cavco Industries CVCO $3.89B	142	+7	+5%	$984M
17	17 Beazer Homes USA BZH $889M	137	+1	+0.7%	$328M
18	18 iShares US Home Construction ETF ITB $2.32B	137	+3	+2%	$784M
19	19 Hovnanian Enterprises HOV $570M	121	+4	+3%	$100M
20	20 Century Communities CCS $1.53B	110	+10	+10%	$382M
21	21 St. Joe Company JOE $3.75B	107	-9	-8%	$1.16B
22	22 Lennar Class B LEN.B $17.4B	80	-5	-6%	$314M
23	23 Green Brick Partners GRBK $2.59B	60	-5	-8%	$407M
24	XIN 24 DELISTED Xinyuan Real Estate XIN	55	-3	-5%	$56.4M
25	25 Pure Cycle PCYO $270M	50	+2	+4%	$86M