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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	1,133	-63	-5%	$36.7B
2	2 Lennar Class A LEN $17.5B	1,022	-30	-3%	$30.1B
3	3 Pultegroup PHM $20.8B	985	-20	-2%	$20.3B
4	4 Toll Brothers TOL $12B	721	+3	+0.4%	$11.1B
5	5 NVR NVR $15.3B	701	-1	-0.1%	$21B
6	6 DELISTED Taylor Morrison TMHC	449	+31	+7%	$6.01B
7	7 American Homes 4 Rent AMH $11B	448	-1	-0.2%	$12.1B
8	8 KB Home KBH $2.55B	435	-3	-0.7%	$4.66B
9	9 Meritage Homes MTH $3.78B	396	-25	-6%	$5.42B
10	10 iShares US Home Construction ETF ITB $2.32B	363	-6	-2%	$2.2B
11	11 DELISTED Tri Pointe Homes TPH	349	-33	-9%	$3.32B
12	12 M/I Homes MHO $3.12B	340	-9	-3%	$3.34B
13	13 Howard Hughes HHH $4.08B	304	+14	+5%	$3.63B
14	14 Champion Homes SKY $4.12B	301	-8	-3%	$5.46B
15	15 Cavco Industries CVCO $3.89B	298	+6	+2%	$3.43B
16	16 Green Brick Partners GRBK $2.59B	284	-20	-7%	$1.94B
17	17 Century Communities CCS $1.53B	279	-32	-10%	$2.11B
18	18 Lennar Class B LEN.B $17.4B	266	0	0%	$1.06B
19	19 St. Joe Company JOE $3.75B	245	+5	+2%	$2.24B
20	20 LGI Homes LGIH $985M	226	-27	-11%	$1.78B
21	21 Beazer Homes USA BZH $889M	208	+11	+6%	$717M
22	22 Dream Finders Homes DFH $672M	191	-4	-2%	$779M
23	23 Forestar Group FOR $1.26B	172	+1	+0.6%	$468M
24	24 Hovnanian Enterprises HOV $570M	162	-3	-2%	$456M
25	25 DELISTED Landsea Homes LSEA	130	+10	+8%	$209M