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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	1,196	+118	+11%	$50B
2	2 Lennar Class A LEN $17.5B	1,052	+72	+7%	$41B
3	3 Pultegroup PHM $20.8B	1,005	+67	+7%	$26.9B
4	4 Toll Brothers TOL $12B	718	+59	+9%	$13.7B
5	5 NVR NVR $15.3B	702	+31	+5%	$25B
6	6 American Homes 4 Rent AMH $11B	449	+16	+4%	$12.1B
7	7 KB Home KBH $2.55B	438	+34	+8%	$6.08B
8	8 Meritage Homes MTH $3.78B	421	+26	+7%	$7.33B
9	9 DELISTED Taylor Morrison TMHC	418	+38	+10%	$7B
10	10 DELISTED Tri Pointe Homes TPH	382	+44	+13%	$4.08B
11	11 iShares US Home Construction ETF ITB $2.32B	369	+47	+15%	$2.46B
12	12 M/I Homes MHO $3.12B	349	+59	+20%	$4.43B
13	13 Century Communities CCS $1.53B	311	+42	+16%	$2.87B
14	14 Champion Homes SKY $4.12B	309	+27	+10%	$5.41B
15	15 Green Brick Partners GRBK $2.59B	304	+35	+13%	$2.9B
16	16 Cavco Industries CVCO $3.89B	292	+21	+8%	$3.32B
17	17 Howard Hughes HHH $4.08B	290	+22	+8%	$3.63B
18	18 Lennar Class B LEN.B $17.4B	266	+16	+6%	$1.4B
19	19 LGI Homes LGIH $985M	253	+8	+3%	$2.42B
20	20 St. Joe Company JOE $3.75B	240	+7	+3%	$2.92B
21	21 Beazer Homes USA BZH $889M	197	+12	+6%	$880M
22	22 Dream Finders Homes DFH $672M	195	+11	+6%	$933M
23	23 Forestar Group FOR $1.26B	171	0	0%	$579M
24	24 Hovnanian Enterprises HOV $570M	165	+30	+22%	$740M
25	25 DELISTED Landsea Homes LSEA	120	+15	+14%	$222M