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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	732	+59	+9%	$16.8B
2	2 Lennar Class A LEN $17.5B	620	+70	+13%	$16B
3	3 Pultegroup PHM $20.8B	579	+31	+6%	$7.95B
4	4 NVR NVR $15.3B	459	+12	+3%	$10B
5	5 Toll Brothers TOL $12B	347	+33	+11%	$3.41B
6	6 American Homes 4 Rent AMH $11B	296	+9	+3%	$7.02B
7	7 KB Home KBH $2.55B	269	+16	+6%	$2.52B
8	8 Meritage Homes MTH $3.78B	257	+23	+10%	$2.82B
9	9 DELISTED Tri Pointe Homes TPH	255	+13	+5%	$2.03B
10	10 DELISTED Taylor Morrison TMHC	249	+7	+3%	$2.47B
11	11 DELISTED M.D.C. Holdings, Inc. MDC	244	+18	+8%	$1.71B
12	12 LGI Homes LGIH $985M	220	+27	+14%	$2B
13	13 Howard Hughes HHH $4.08B	214	-9	-4%	$2.64B
14	14 iShares US Home Construction ETF ITB $2.32B	213	+27	+15%	$944M
15	15 Cavco Industries CVCO $3.89B	199	+8	+4%	$1.63B
16	16 Lennar Class B LEN.B $17.4B	195	+10	+5%	$630M
17	17 M/I Homes MHO $3.12B	178	+7	+4%	$965M
18	18 Century Communities CCS $1.53B	169	+17	+11%	$938M
19	19 Champion Homes SKY $4.12B	149	-18	-11%	$1.32B
20	20 St. Joe Company JOE $3.75B	131	+2	+2%	$1.12B
21	21 Beazer Homes USA BZH $889M	127	+8	+7%	$240M
22	22 Green Brick Partners GRBK $2.59B	120	+13	+12%	$497M
23	23 Pure Cycle PCYO $270M	96	-3	-3%	$151M
24	24 Forestar Group FOR $1.26B	88	+6	+7%	$228M
25	25 Five Point Holdings FPH $307M	58	-5	-8%	$234M