← 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 $39B	886	+24	+3%	$26.6B
2	2 Lennar Class A LEN $18.5B	755	+25	+3%	$25.5B
3	3 Pultegroup PHM $21.5B	679	-3	-0.4%	$12.5B
4	4 NVR NVR $15.8B	500	-13	-3%	$14.8B
5	5 Toll Brothers TOL $12.3B	408	+15	+4%	$6.2B
6	6 American Homes 4 Rent AMH $11.1B	358	+37	+12%	$11.3B
7	7 DELISTED M.D.C. Holdings, Inc. MDC	333	+2	+0.6%	$2.59B
8	8 KB Home KBH $2.65B	331	-1	-0.3%	$3.28B
9	9 Meritage Homes MTH $3.93B	289	+7	+2%	$3.45B
10	10 iShares US Home Construction ETF ITB $2.42B	274	+5	+2%	$1.69B
11	11 DELISTED Taylor Morrison TMHC	268	+2	+0.8%	$3.05B
12	12 DELISTED Tri Pointe Homes TPH	266	-8	-3%	$2.42B
13	13 LGI Homes LGIH $1.02B	254	+11	+5%	$3.42B
14	14 Howard Hughes HHH $4.17B	251	-20	-7%	$4.98B
15	15 Century Communities CCS $1.58B	241	-7	-3%	$1.91B
16	16 M/I Homes MHO $3.19B	225	+17	+8%	$1.56B
17	17 Champion Homes SKY $4.34B	200	+20	+11%	$2.96B
18	18 Lennar Class B LEN.B $18.3B	199	0	0%	$1.08B
19	19 Cavco Industries CVCO $4.12B	187	-2	-1%	$1.89B
20	20 St. Joe Company JOE $3.86B	165	-18	-10%	$2.33B
21	21 Green Brick Partners GRBK $2.67B	155	+2	+1%	$948M
22	22 Beazer Homes USA BZH $891M	137	-2	-1%	$453M
23	23 Forestar Group FOR $1.31B	111	+6	+6%	$335M
24	24 Pure Cycle PCYO $268M	95	-3	-3%	$198M
25	25 Hovnanian Enterprises HOV $602M	91	+9	+11%	$304M