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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	1,107	-26	-2%	$32.6B
2	2 Lennar Class A LEN $17.5B	969	-53	-5%	$25.5B
3	3 Pultegroup PHM $20.8B	962	-23	-2%	$19.1B
4	4 NVR NVR $15.3B	677	-24	-3%	$18.5B
5	5 Toll Brothers TOL $12B	661	-60	-8%	$9.48B
6	6 American Homes 4 Rent AMH $11B	448	0	0%	$12.3B
7	7 DELISTED Taylor Morrison TMHC	442	-7	-2%	$5.83B
8	8 Millrose Properties Inc MRP $3.52B	436	+436	–	$2.88B
9	9 KB Home KBH $2.55B	413	-22	-5%	$3.95B
10	10 Meritage Homes MTH $3.78B	391	-5	-1%	$5.01B
11	11 DELISTED Tri Pointe Homes TPH	352	+3	+0.9%	$2.83B
12	12 Cavco Industries CVCO $3.89B	334	+36	+12%	$3.98B
13	13 iShares US Home Construction ETF ITB $2.32B	325	-38	-10%	$2.11B
14	14 M/I Homes MHO $3.12B	321	-19	-6%	$2.83B
15	15 Champion Homes SKY $4.12B	320	+19	+6%	$5.83B
16	16 Howard Hughes HHH $4.08B	296	-8	-3%	$3.4B
17	17 Green Brick Partners GRBK $2.59B	283	-1	-0.4%	$1.99B
18	18 St. Joe Company JOE $3.75B	278	+33	+13%	$2.35B
19	19 Century Communities CCS $1.53B	268	-11	-4%	$1.86B
20	20 Lennar Class B LEN.B $17.4B	245	-21	-8%	$860M
21	21 LGI Homes LGIH $985M	238	+12	+5%	$1.34B
22	22 Beazer Homes USA BZH $889M	196	-12	-6%	$542M
23	23 Dream Finders Homes DFH $672M	196	+5	+3%	$699M
24	24 Forestar Group FOR $1.26B	160	-12	-7%	$378M
25	25 Hovnanian Enterprises HOV $570M	149	-13	-8%	$334M