← 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	950	+18	+2%	$29.8B
2	2 Lennar Class A LEN $17.5B	873	+11	+1%	$25.7B
3	3 Pultegroup PHM $20.8B	759	-6	-0.8%	$14.9B
4	4 NVR NVR $15.3B	596	-4	-0.7%	$16.6B
5	5 Toll Brothers TOL $12B	516	+2	+0.4%	$7.45B
6	6 American Homes 4 Rent AMH $11B	386	+9	+2%	$10.9B
7	7 KB Home KBH $2.55B	354	-7	-2%	$3.58B
8	8 Meritage Homes MTH $3.78B	348	+13	+4%	$4.4B
9	9 DELISTED M.D.C. Holdings, Inc. MDC	346	+24	+7%	$2.38B
10	10 DELISTED Taylor Morrison TMHC	340	-27	-7%	$4.44B
11	11 iShares US Home Construction ETF ITB $2.32B	292	+1	+0.3%	$2.12B
12	12 DELISTED Tri Pointe Homes TPH	286	-9	-3%	$2.62B
13	13 Champion Homes SKY $4.12B	282	+10	+4%	$3.75B
14	14 M/I Homes MHO $3.12B	261	+2	+0.8%	$2.22B
15	15 Cavco Industries CVCO $3.89B	253	+2	+0.8%	$2.2B
16	16 Green Brick Partners GRBK $2.59B	245	+4	+2%	$1.48B
17	17 LGI Homes LGIH $985M	240	+16	+7%	$2.09B
18	18 Century Communities CCS $1.53B	235	+20	+9%	$1.9B
19	19 Lennar Class B LEN.B $17.4B	226	+2	+0.9%	$984M
20	20 St. Joe Company JOE $3.75B	224	+38	+20%	$2.77B
21	21 Howard Hughes HHH $4.08B	213	-29	-12%	$3.51B
22	22 Beazer Homes USA BZH $889M	183	+12	+7%	$657M
23	23 Forestar Group FOR $1.26B	156	+28	+22%	$484M
24	24 Dream Finders Homes DFH $672M	138	+28	+25%	$487M
25	25 Hovnanian Enterprises HOV $570M	115	+11	+11%	$284M