← 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 $37.4B	864	+41	+5%	$26.2B
2	2 Lennar Class A LEN $17.5B	763	+61	+9%	$21.5B
3	3 Pultegroup PHM $20.8B	656	+23	+4%	$8.97B
4	4 NVR NVR $15.3B	555	+46	+9%	$12.2B
5	5 Toll Brothers TOL $12B	426	+44	+12%	$4.9B
6	6 American Homes 4 Rent AMH $11B	375	-7	-2%	$9.6B
7	7 KB Home KBH $2.55B	316	+18	+6%	$2.36B
8	8 DELISTED M.D.C. Holdings, Inc. MDC	306	+22	+8%	$1.82B
9	9 DELISTED Taylor Morrison TMHC	301	+16	+6%	$2.93B
10	10 Meritage Homes MTH $3.78B	286	+15	+6%	$3.14B
11	11 DELISTED Tri Pointe Homes TPH	258	+9	+4%	$1.7B
12	12 Champion Homes SKY $4.12B	250	-13	-5%	$2.91B
13	13 Cavco Industries CVCO $3.89B	249	+9	+4%	$1.76B
14	14 Howard Hughes HHH $4.08B	242	-5	-2%	$3.51B
15	15 iShares US Home Construction ETF ITB $2.32B	238	+14	+6%	$1.11B
16	16 Lennar Class B LEN.B $17.4B	226	+10	+5%	$840M
17	17 M/I Homes MHO $3.12B	219	-3	-1%	$1.1B
18	18 LGI Homes LGIH $985M	209	-10	-5%	$1.93B
19	19 Century Communities CCS $1.53B	201	-18	-8%	$1.3B
20	20 Green Brick Partners GRBK $2.59B	189	+2	+1%	$947M
21	21 St. Joe Company JOE $3.75B	187	+8	+4%	$1.94B
22	22 Beazer Homes USA BZH $889M	148	-7	-5%	$305M
23	23 Forestar Group FOR $1.26B	114	+2	+2%	$246M
24	24 Pure Cycle PCYO $270M	107	+8	+8%	$113M
25	25 Dream Finders Homes DFH $672M	92	+4	+5%	$167M