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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	-58	-8%	$10.4B
2	2 Lennar Class A LEN $17.5B	550	-83	-13%	$9.92B
3	3 Pultegroup PHM $20.8B	548	-60	-10%	$5.18B
4	4 NVR NVR $15.3B	447	-16	-3%	$7.91B
5	5 Toll Brothers TOL $12B	314	-61	-16%	$2.02B
6	6 American Homes 4 Rent AMH $11B	287	-14	-5%	$6.04B
7	7 KB Home KBH $2.55B	253	-20	-7%	$1.48B
8	8 DELISTED Taylor Morrison TMHC	242	+6	+3%	$1.43B
9	9 DELISTED Tri Pointe Homes TPH	242	-13	-5%	$1.25B
10	10 Meritage Homes MTH $3.78B	234	-46	-16%	$1.36B
11	11 DELISTED M.D.C. Holdings, Inc. MDC	226	-28	-11%	$1.12B
12	12 Howard Hughes HHH $4.08B	223	-40	-15%	$2.54B
13	13 LGI Homes LGIH $985M	193	-9	-4%	$999M
14	14 Cavco Industries CVCO $3.89B	191	-11	-5%	$1.22B
15	15 iShares US Home Construction ETF ITB $2.32B	186	-20	-10%	$457M
16	16 Lennar Class B LEN.B $17.4B	185	-12	-6%	$397M
17	17 M/I Homes MHO $3.12B	171	-44	-20%	$454M
18	18 Champion Homes SKY $4.12B	167	-13	-7%	$842M
19	19 Century Communities CCS $1.53B	152	-20	-12%	$447M
20	20 St. Joe Company JOE $3.75B	129	+5	+4%	$981M
21	21 Beazer Homes USA BZH $889M	119	-20	-14%	$165M
22	22 Green Brick Partners GRBK $2.59B	107	-2	-2%	$333M
23	23 Pure Cycle PCYO $270M	99	+17	+21%	$186M
24	24 Forestar Group FOR $1.26B	82	-14	-15%	$157M
25	25 Five Point Holdings FPH $307M	63	-1	-2%	$261M