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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	673	+55	+9%	$16.5B
2	2 Lennar Class A LEN $17.5B	586	+12	+2%	$15.4B
3	3 Pultegroup PHM $20.8B	561	-6	-1%	$8.62B
4	4 NVR NVR $15.3B	455	+32	+8%	$11.5B
5	5 Toll Brothers TOL $12B	378	+10	+3%	$4.93B
6	6 American Homes 4 Rent AMH $11B	276	+7	+3%	$6.75B
7	7 Meritage Homes MTH $3.78B	269	+64	+31%	$2.68B
8	8 Howard Hughes HHH $4.08B	257	-1	-0.4%	$4.82B
9	9 KB Home KBH $2.55B	256	+26	+11%	$2.74B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	250	+36	+17%	$2.06B
11	11 DELISTED Tri Pointe Homes TPH	243	+21	+9%	$2.23B
12	12 DELISTED Taylor Morrison TMHC	220	+38	+21%	$2.75B
13	13 LGI Homes LGIH $985M	217	+16	+8%	$1.85B
14	14 Cavco Industries CVCO $3.89B	193	+4	+2%	$1.65B
15	15 M/I Homes MHO $3.12B	189	+37	+24%	$1.01B
16	16 Lennar Class B LEN.B $17.4B	183	+1	+0.5%	$575M
17	17 iShares US Home Construction ETF ITB $2.32B	182	+10	+6%	$773M
18	18 Champion Homes SKY $4.12B	163	+19	+13%	$1.62B
19	19 Century Communities CCS $1.53B	160	+19	+13%	$923M
20	20 Beazer Homes USA BZH $889M	126	+15	+14%	$384M
21	21 St. Joe Company JOE $3.75B	100	-3	-3%	$970M
22	22 Green Brick Partners GRBK $2.59B	94	+12	+15%	$445M
23	23 Forestar Group FOR $1.26B	85	+19	+29%	$270M
24	24 Pure Cycle PCYO $270M	81	+4	+5%	$165M
25	25 Five Point Holdings FPH $307M	56	-5	-8%	$381M