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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	932	+64	+7%	$34.3B
2	2 Lennar Class A LEN $17.5B	862	+77	+10%	$29.1B
3	3 Pultegroup PHM $20.8B	765	+71	+10%	$15.7B
4	4 NVR NVR $15.3B	600	+13	+2%	$17.7B
5	5 Toll Brothers TOL $12B	514	+67	+15%	$7.93B
6	6 American Homes 4 Rent AMH $11B	377	+21	+6%	$11.5B
7	7 DELISTED Taylor Morrison TMHC	367	+39	+12%	$5.16B
8	8 KB Home KBH $2.55B	361	+39	+12%	$3.85B
9	9 Meritage Homes MTH $3.78B	335	+21	+7%	$5.29B
10	10 DELISTED M.D.C. Holdings, Inc. MDC	322	+22	+7%	$2.63B
11	11 DELISTED Tri Pointe Homes TPH	295	+29	+11%	$3.19B
12	12 iShares US Home Construction ETF ITB $2.32B	291	+39	+15%	$2.01B
13	13 Champion Homes SKY $4.12B	272	-11	-4%	$3.88B
14	14 M/I Homes MHO $3.12B	259	+15	+6%	$2.3B
15	15 Cavco Industries CVCO $3.89B	251	-7	-3%	$2.46B
16	16 Howard Hughes HHH $4.08B	242	-12	-5%	$3.77B
17	17 Green Brick Partners GRBK $2.59B	241	+41	+21%	$2.26B
18	18 Lennar Class B LEN.B $17.4B	224	+3	+1%	$1.17B
19	19 LGI Homes LGIH $985M	224	+17	+8%	$2.87B
20	20 Century Communities CCS $1.53B	215	+12	+6%	$2.17B
21	21 St. Joe Company JOE $3.75B	186	0	0%	$2.52B
22	22 Beazer Homes USA BZH $889M	171	+12	+8%	$701M
23	23 Forestar Group FOR $1.26B	128	+23	+22%	$402M
24	24 Dream Finders Homes DFH $672M	110	+16	+17%	$509M
25	25 Hovnanian Enterprises HOV $570M	104	+17	+20%	$264M