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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	652	+88	+16%	$16.3B
2	2 Pultegroup PHM $20.8B	566	+86	+18%	$8.15B
3	3 Lennar Class A LEN $17.5B	543	+64	+13%	$13.4B
4	4 Toll Brothers TOL $12B	452	+52	+13%	$6.36B
5	5 NVR NVR $15.3B	428	+52	+14%	$10.3B
6	6 KB Home KBH $2.55B	271	+13	+5%	$2.66B
7	7 American Homes 4 Rent AMH $11B	258	+24	+10%	$5.65B
8	8 DELISTED Tri Pointe Homes TPH	257	+32	+14%	$3B
9	9 Howard Hughes HHH $4.08B	249	+7	+3%	$4.77B
10	10 Lennar Class B LEN.B $17.4B	247	+172	+229%	$585M
11	11 DELISTED M.D.C. Holdings, Inc. MDC	236	+24	+11%	$1.69B
12	12 LGI Homes LGIH $985M	198	+31	+19%	$1.42B
13	13 iShares US Home Construction ETF ITB $2.32B	193	+43	+29%	$1.87B
14	14 Meritage Homes MTH $3.78B	184	+30	+19%	$1.97B
15	15 DELISTED Taylor Morrison TMHC	183	+16	+10%	$2.01B
16	16 M/I Homes MHO $3.12B	179	+17	+10%	$939M
17	17 Cavco Industries CVCO $3.89B	168	+16	+11%	$1.29B
18	18 Beazer Homes USA BZH $889M	156	+23	+17%	$583M
19	19 Century Communities CCS $1.53B	138	+22	+19%	$740M
20	20 Hovnanian Enterprises HOV $570M	133	+21	+19%	$206M
21	21 St. Joe Company JOE $3.75B	125	+16	+15%	$1.13B
22	22 Forestar Group FOR $1.26B	87	-49	-36%	$215M
23	23 Pure Cycle PCYO $270M	74	+4	+6%	$135M
24	24 Green Brick Partners GRBK $2.59B	70	+2	+3%	$466M
25	25 Five Point Holdings FPH $307M	57	+10	+21%	$703M