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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	1,078	-20	-2%	$37.7B
2	2 Lennar Class A LEN $17.5B	980	-40	-4%	$33.6B
3	3 Pultegroup PHM $20.8B	938	+25	+3%	$20.6B
4	4 NVR NVR $15.3B	671	-5	-0.7%	$19.5B
5	5 Toll Brothers TOL $12B	659	+15	+2%	$10.3B
6	6 American Homes 4 Rent AMH $11B	433	+8	+2%	$12.1B
7	7 KB Home KBH $2.55B	404	-13	-3%	$5.3B
8	8 Meritage Homes MTH $3.78B	395	+29	+8%	$5.71B
9	9 DELISTED Taylor Morrison TMHC	380	+10	+3%	$5.56B
10	10 DELISTED Tri Pointe Homes TPH	338	+12	+4%	$3.35B
11	11 iShares US Home Construction ETF ITB $2.32B	322	-25	-7%	$1.83B
12	12 M/I Homes MHO $3.12B	290	-12	-4%	$3.14B
13	13 Champion Homes SKY $4.12B	282	+7	+3%	$3.93B
14	14 Cavco Industries CVCO $3.89B	271	+9	+3%	$2.71B
15	15 Century Communities CCS $1.53B	269	-1	-0.4%	$2.26B
16	16 Green Brick Partners GRBK $2.59B	269	+3	+1%	$2.03B
17	17 Howard Hughes HHH $4.08B	268	+9	+3%	$3.04B
18	18 Lennar Class B LEN.B $17.4B	250	-5	-2%	$1.16B
19	19 LGI Homes LGIH $985M	245	-3	-1%	$1.79B
20	20 St. Joe Company JOE $3.75B	233	-7	-3%	$2.73B
21	21 Beazer Homes USA BZH $889M	185	+13	+8%	$719M
22	22 Dream Finders Homes DFH $672M	184	-28	-13%	$592M
23	23 Forestar Group FOR $1.26B	171	-23	-12%	$577M
24	24 Hovnanian Enterprises HOV $570M	135	-12	-8%	$478M
25	25 DELISTED Landsea Homes LSEA	105	+3	+3%	$158M