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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	852	+89	+12%	$20.4B
2	2 Lennar Class A LEN $17.5B	693	+27	+4%	$19.7B
3	3 Pultegroup PHM $20.8B	654	+33	+5%	$9.96B
4	4 NVR NVR $15.3B	504	+25	+5%	$12.6B
5	5 Toll Brothers TOL $12B	362	-9	-2%	$4.69B
6	6 American Homes 4 Rent AMH $11B	321	+10	+3%	$8.18B
7	7 DELISTED M.D.C. Holdings, Inc. MDC	311	+15	+5%	$2.74B
8	8 KB Home KBH $2.55B	305	+14	+5%	$2.7B
9	9 Meritage Homes MTH $3.78B	299	+20	+7%	$3.06B
10	10 DELISTED Taylor Morrison TMHC	272	+7	+3%	$3.12B
11	11 DELISTED Tri Pointe Homes TPH	266	-5	-2%	$2.16B
12	12 iShares US Home Construction ETF ITB $2.32B	256	+11	+4%	$1.21B
13	13 Howard Hughes HHH $4.08B	250	+33	+15%	$4.1B
14	14 LGI Homes LGIH $985M	238	+10	+4%	$2.23B
15	15 Century Communities CCS $1.53B	222	+27	+14%	$1.33B
16	16 M/I Homes MHO $3.12B	213	+12	+6%	$1.21B
17	17 Lennar Class B LEN.B $17.4B	198	+7	+4%	$843M
18	18 Cavco Industries CVCO $3.89B	192	-9	-4%	$1.47B
19	19 St. Joe Company JOE $3.75B	172	+37	+27%	$2.31B
20	20 Champion Homes SKY $4.12B	166	+3	+2%	$1.69B
21	21 Green Brick Partners GRBK $2.59B	143	+16	+13%	$971M
22	22 Beazer Homes USA BZH $889M	127	-6	-5%	$367M
23	23 Forestar Group FOR $1.26B	94	+10	+12%	$305M
24	24 Pure Cycle PCYO $270M	90	-2	-2%	$181M
25	25 Five Point Holdings FPH $307M	69	+5	+8%	$302M