← All themes Housing & Home Improvement

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	731	+58	+9%	$16.4B
2	2 Lennar Class A LEN $17.5B	633	+47	+8%	$14.8B
3	3 Pultegroup PHM $20.8B	608	+47	+8%	$9.5B
4	4 NVR NVR $15.3B	463	+8	+2%	$12.1B
5	5 Toll Brothers TOL $12B	375	-3	-0.8%	$4.58B
6	6 American Homes 4 Rent AMH $11B	301	+25	+9%	$6.92B
7	7 Meritage Homes MTH $3.78B	280	+11	+4%	$2.42B
8	8 KB Home KBH $2.55B	273	+17	+7%	$2.7B
9	9 Howard Hughes HHH $4.08B	263	+6	+2%	$4.91B
10	10 DELISTED Tri Pointe Homes TPH	255	+12	+5%	$2.25B
11	11 DELISTED M.D.C. Holdings, Inc. MDC	254	+4	+2%	$2.16B
12	12 DELISTED Taylor Morrison TMHC	236	+16	+7%	$2.41B
13	13 M/I Homes MHO $3.12B	215	+26	+14%	$1.08B
14	14 iShares US Home Construction ETF ITB $2.32B	206	+24	+13%	$934M
15	15 Cavco Industries CVCO $3.89B	202	+9	+5%	$1.66B
16	16 LGI Homes LGIH $985M	202	-15	-7%	$1.52B
17	17 Lennar Class B LEN.B $17.4B	197	+14	+8%	$612M
18	18 Champion Homes SKY $4.12B	180	+17	+10%	$1.69B
19	19 Century Communities CCS $1.53B	172	+12	+8%	$849M
20	20 Beazer Homes USA BZH $889M	139	+13	+10%	$364M
21	21 St. Joe Company JOE $3.75B	124	+24	+24%	$1.18B
22	22 Green Brick Partners GRBK $2.59B	109	+15	+16%	$480M
23	23 Forestar Group FOR $1.26B	96	+11	+13%	$315M
24	24 Pure Cycle PCYO $270M	82	+1	+1%	$161M
25	25 Five Point Holdings FPH $307M	64	+8	+14%	$344M