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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	639	-2	-0.3%	$13.1B
2	2 Lennar Class A LEN $17.5B	588	+5	+0.9%	$13.2B
3	3 Pultegroup PHM $20.8B	524	-26	-5%	$6.19B
4	4 Toll Brothers TOL $12B	428	+16	+4%	$4.12B
5	5 NVR NVR $15.3B	394	-26	-6%	$7.09B
6	6 Howard Hughes HHH $4.08B	266	+15	+6%	$4.58B
7	7 American Homes 4 Rent AMH $11B	264	+9	+4%	$5.78B
8	8 KB Home KBH $2.55B	253	-8	-3%	$1.86B
9	9 DELISTED Tri Pointe Homes TPH	228	-25	-10%	$2.11B
10	10 Lennar Class B LEN.B $17.4B	212	-7	-3%	$495M
11	11 Cavco Industries CVCO $3.89B	203	-1	-0.5%	$2.13B
12	12 DELISTED M.D.C. Holdings, Inc. MDC	200	-19	-9%	$1.34B
13	13 Meritage Homes MTH $3.78B	199	-13	-6%	$1.56B
14	14 LGI Homes LGIH $985M	190	-17	-8%	$950M
15	15 DELISTED Taylor Morrison TMHC	156	-23	-13%	$2.05B
16	16 iShares US Home Construction ETF ITB $2.32B	150	-13	-8%	$809M
17	17 M/I Homes MHO $3.12B	149	-11	-7%	$650M
18	18 Century Communities CCS $1.53B	132	-12	-8%	$668M
19	19 Champion Homes SKY $4.12B	126	+45	+56%	$1.41B
20	20 Beazer Homes USA BZH $889M	120	-8	-6%	$302M
21	21 St. Joe Company JOE $3.75B	116	-8	-6%	$978M
22	22 Hovnanian Enterprises HOV $570M	109	-4	-4%	$85.4M
23	23 Pure Cycle PCYO $270M	82	+6	+8%	$182M
24	24 Forestar Group FOR $1.26B	78	-5	-6%	$204M
25	25 Green Brick Partners GRBK $2.59B	77	-8	-9%	$396M