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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	571	-1	-0.2%	$10.8B
2	2 Lennar Class A LEN $17.5B	499	+21	+4%	$10.2B
3	3 Pultegroup PHM $20.8B	490	+14	+3%	$6.38B
4	4 Toll Brothers TOL $12B	389	+11	+3%	$5.25B
5	5 NVR NVR $15.3B	362	+41	+13%	$7.27B
6	6 American Homes 4 Rent AMH $11B	238	-11	-4%	$5.54B
7	7 Howard Hughes HHH $4.08B	235	+11	+5%	$4.5B
8	8 KB Home KBH $2.55B	227	+25	+12%	$2.04B
9	9 DELISTED Tri Pointe Homes TPH	226	-14	-6%	$2.16B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	216	+25	+13%	$1.53B
11	11 DELISTED Taylor Morrison TMHC	197	+45	+30%	$1.72B
12	12 M/I Homes MHO $3.12B	166	+23	+16%	$746M
13	13 Meritage Homes MTH $3.78B	159	+5	+3%	$1.69B
14	14 Cavco Industries CVCO $3.89B	156	+14	+10%	$1.08B
15	15 Forestar Group FOR $1.26B	153	0	0%	$625M
16	16 iShares US Home Construction ETF ITB $2.32B	153	+16	+12%	$907M
17	17 LGI Homes LGIH $985M	145	-1	-0.7%	$809M
18	18 Beazer Homes USA BZH $889M	133	-4	-3%	$373M
19	19 Century Communities CCS $1.53B	118	+8	+7%	$414M
20	20 Hovnanian Enterprises HOV $570M	109	-12	-10%	$128M
21	21 St. Joe Company JOE $3.75B	107	0	0%	$1.29B
22	22 Lennar Class B LEN.B $17.4B	79	-1	-1%	$352M
23	23 Green Brick Partners GRBK $2.59B	68	+8	+13%	$465M
24	24 Pure Cycle PCYO $270M	67	+17	+34%	$125M
25	XIN 25 DELISTED Xinyuan Real Estate XIN	49	-6	-11%	$59.4M