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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	615	-24	-4%	$10.9B
2	2 Lennar Class A LEN $17.5B	564	-24	-4%	$10.8B
3	3 Pultegroup PHM $20.8B	531	+7	+1%	$6.34B
4	4 Toll Brothers TOL $12B	383	-45	-11%	$3.96B
5	5 NVR NVR $15.3B	373	-21	-5%	$7.02B
6	6 American Homes 4 Rent AMH $11B	250	-14	-5%	$5.11B
7	7 Howard Hughes HHH $4.08B	245	-21	-8%	$3.58B
8	8 KB Home KBH $2.55B	238	-15	-6%	$1.46B
9	9 DELISTED Tri Pointe Homes TPH	222	-6	-3%	$1.85B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	212	+12	+6%	$1.46B
11	11 Lennar Class B LEN.B $17.4B	202	-10	-5%	$395M
12	12 Cavco Industries CVCO $3.89B	192	-11	-5%	$1.12B
13	13 Meritage Homes MTH $3.78B	191	-8	-4%	$1.37B
14	14 LGI Homes LGIH $985M	177	-13	-7%	$1.01B
15	15 DELISTED Taylor Morrison TMHC	172	+16	+10%	$1.82B
16	16 M/I Homes MHO $3.12B	149	0	0%	$562M
17	17 iShares US Home Construction ETF ITB $2.32B	145	-5	-3%	$515M
18	18 Beazer Homes USA BZH $889M	129	+9	+8%	$263M
19	19 Champion Homes SKY $4.12B	129	+3	+2%	$743M
20	20 Century Communities CCS $1.53B	114	-18	-14%	$473M
21	21 St. Joe Company JOE $3.75B	109	-7	-6%	$755M
22	22 Hovnanian Enterprises HOV $570M	104	-5	-5%	$32.2M
23	23 Pure Cycle PCYO $270M	83	+1	+1%	$157M
24	24 Green Brick Partners GRBK $2.59B	69	-8	-10%	$297M
25	25 Forestar Group FOR $1.26B	68	-10	-13%	$124M