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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	626	+11	+2%	$13.6B
2	2 Lennar Class A LEN $17.5B	588	+24	+4%	$13.7B
3	3 Pultegroup PHM $20.8B	553	+22	+4%	$6.64B
4	4 Toll Brothers TOL $12B	401	+18	+5%	$4.29B
5	5 NVR NVR $15.3B	399	+26	+7%	$7.98B
6	6 American Homes 4 Rent AMH $11B	265	+15	+6%	$6B
7	7 Howard Hughes HHH $4.08B	251	+6	+2%	$4.02B
8	8 KB Home KBH $2.55B	232	-6	-3%	$1.92B
9	9 DELISTED Tri Pointe Homes TPH	229	+7	+3%	$2B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	219	+7	+3%	$1.36B
11	11 Meritage Homes MTH $3.78B	199	+8	+4%	$1.67B
12	12 Lennar Class B LEN.B $17.4B	196	-6	-3%	$493M
13	13 LGI Homes LGIH $985M	196	+19	+11%	$1.31B
14	14 iShares US Home Construction ETF ITB $2.32B	184	+39	+27%	$659M
15	15 Cavco Industries CVCO $3.89B	180	-12	-6%	$998M
16	16 DELISTED Taylor Morrison TMHC	164	-8	-5%	$1.98B
17	17 M/I Homes MHO $3.12B	161	+12	+8%	$700M
18	18 Champion Homes SKY $4.12B	133	+4	+3%	$997M
19	19 Century Communities CCS $1.53B	123	+9	+8%	$687M
20	20 Beazer Homes USA BZH $889M	120	-9	-7%	$301M
21	21 St. Joe Company JOE $3.75B	109	0	0%	$944M
22	22 Pure Cycle PCYO $270M	77	-6	-7%	$154M
23	23 Forestar Group FOR $1.26B	67	-1	-1%	$156M
24	24 Green Brick Partners GRBK $2.59B	65	-4	-6%	$360M
25	25 Five Point Holdings FPH $307M	62	-2	-3%	$386M