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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 $39.2B	654	+2	+0.3%	$13.9B
2	2 Lennar Class A LEN $18.6B	585	+42	+8%	$16.6B
3	3 Pultegroup PHM $21.5B	545	-21	-4%	$7.14B
4	4 Toll Brothers TOL $12.4B	429	-23	-5%	$5.62B
5	5 NVR NVR $15.9B	418	-10	-2%	$8.06B
6	6 KB Home KBH $2.64B	285	+14	+5%	$2.21B
7	7 Howard Hughes HHH $4.18B	270	+21	+8%	$4.96B
8	8 DELISTED Tri Pointe Homes TPH	255	-2	-0.8%	$2.88B
9	9 American Homes 4 Rent AMH $11.2B	251	-7	-3%	$5.13B
10	10 Lennar Class B LEN.B $18.3B	244	-3	-1%	$592M
11	11 DELISTED M.D.C. Holdings, Inc. MDC	222	-14	-6%	$1.27B
12	12 LGI Homes LGIH $1.02B	209	+11	+6%	$1.44B
13	13 Meritage Homes MTH $3.93B	200	+16	+9%	$1.73B
14	14 DELISTED Taylor Morrison TMHC	196	+13	+7%	$2.64B
15	15 Cavco Industries CVCO $4.1B	175	+7	+4%	$1.47B
16	16 iShares US Home Construction ETF ITB $2.42B	175	-18	-9%	$1.02B
17	17 M/I Homes MHO $3.19B	174	-5	-3%	$875M
18	18 Beazer Homes USA BZH $892M	143	-13	-8%	$448M
19	19 Century Communities CCS $1.59B	132	-6	-4%	$722M
20	20 St. Joe Company JOE $3.9B	126	+1	+0.8%	$1.16B
21	21 Hovnanian Enterprises HOV $611M	121	-12	-9%	$109M
22	22 Forestar Group FOR $1.31B	93	+6	+7%	$207M
23	23 Pure Cycle PCYO $269M	75	+1	+1%	$149M
24	24 Green Brick Partners GRBK $2.65B	64	-6	-9%	$451M
25	25 Five Point Holdings FPH $316M	61	+4	+7%	$691M