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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	618	-8	-1%	$13.9B
2	2 Lennar Class A LEN $17.5B	574	-14	-2%	$13.2B
3	3 Pultegroup PHM $20.8B	567	+14	+3%	$7.6B
4	4 NVR NVR $15.3B	423	+24	+6%	$10B
5	5 Toll Brothers TOL $12B	368	-33	-8%	$4.36B
6	6 American Homes 4 Rent AMH $11B	269	+4	+2%	$6.43B
7	7 Howard Hughes HHH $4.08B	258	+7	+3%	$4.58B
8	8 KB Home KBH $2.55B	230	-2	-0.9%	$2.05B
9	9 DELISTED Tri Pointe Homes TPH	222	-7	-3%	$1.82B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	214	-5	-2%	$1.54B
11	11 Meritage Homes MTH $3.78B	205	+6	+3%	$1.89B
12	12 LGI Homes LGIH $985M	201	+5	+3%	$1.56B
13	13 Cavco Industries CVCO $3.89B	189	+9	+5%	$1.37B
14	14 Lennar Class B LEN.B $17.4B	182	-14	-7%	$493M
15	15 DELISTED Taylor Morrison TMHC	182	+18	+11%	$2.22B
16	16 iShares US Home Construction ETF ITB $2.32B	172	-12	-7%	$732M
17	17 M/I Homes MHO $3.12B	152	-9	-6%	$756M
18	18 Champion Homes SKY $4.12B	144	+11	+8%	$1.51B
19	19 Century Communities CCS $1.53B	141	+18	+15%	$798M
20	20 Beazer Homes USA BZH $889M	111	-9	-8%	$248M
21	21 St. Joe Company JOE $3.75B	103	-6	-6%	$982M
22	22 Green Brick Partners GRBK $2.59B	82	+17	+26%	$344M
23	23 Pure Cycle PCYO $270M	77	0	0%	$166M
24	24 Forestar Group FOR $1.26B	66	-1	-1%	$175M
25	25 Five Point Holdings FPH $307M	61	-1	-2%	$384M