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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	763	+31	+4%	$22.9B
2	2 Lennar Class A LEN $17.5B	666	+46	+7%	$21.4B
3	3 Pultegroup PHM $20.8B	621	+42	+7%	$10.8B
4	4 NVR NVR $15.3B	479	+20	+4%	$12.6B
5	5 Toll Brothers TOL $12B	371	+24	+7%	$5.36B
6	6 American Homes 4 Rent AMH $11B	311	+15	+5%	$7.8B
7	7 DELISTED M.D.C. Holdings, Inc. MDC	296	+52	+21%	$2.33B
8	8 KB Home KBH $2.55B	291	+22	+8%	$3.06B
9	9 Meritage Homes MTH $3.78B	279	+22	+9%	$4.15B
10	10 DELISTED Tri Pointe Homes TPH	271	+16	+6%	$2.4B
11	11 DELISTED Taylor Morrison TMHC	265	+16	+6%	$3B
12	12 iShares US Home Construction ETF ITB $2.32B	245	+32	+15%	$1.45B
13	13 LGI Homes LGIH $985M	228	+8	+4%	$2.63B
14	14 Howard Hughes HHH $4.08B	217	+3	+1%	$2.99B
15	15 Cavco Industries CVCO $3.89B	201	+2	+1%	$1.51B
16	16 M/I Homes MHO $3.12B	201	+23	+13%	$1.29B
17	17 Century Communities CCS $1.53B	195	+26	+15%	$1.31B
18	18 Lennar Class B LEN.B $17.4B	191	-4	-2%	$902M
19	19 Champion Homes SKY $4.12B	163	+14	+9%	$1.45B
20	20 St. Joe Company JOE $3.75B	135	+4	+3%	$1.18B
21	21 Beazer Homes USA BZH $889M	133	+6	+5%	$313M
22	22 Green Brick Partners GRBK $2.59B	127	+7	+6%	$693M
23	23 Pure Cycle PCYO $270M	92	-4	-4%	$148M
24	24 Forestar Group FOR $1.26B	84	-4	-5%	$261M
25	25 Five Point Holdings FPH $307M	64	+6	+10%	$209M