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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	1,109	+2	+0.2%	$32.4B
2	2 Pultegroup PHM $20.8B	947	-15	-2%	$19.6B
3	3 Lennar Class A LEN $17.5B	941	-28	-3%	$24.9B
4	4 Toll Brothers TOL $12B	661	0	0%	$10B
5	5 NVR NVR $15.3B	654	-23	-3%	$18.4B
6	6 American Homes 4 Rent AMH $11B	471	+23	+5%	$11.9B
7	7 DELISTED Taylor Morrison TMHC	436	-6	-1%	$5.9B
8	8 Millrose Properties Inc MRP $3.52B	428	-8	-2%	$3.14B
9	9 KB Home KBH $2.55B	394	-19	-5%	$3.5B
10	10 Meritage Homes MTH $3.78B	394	+3	+0.8%	$4.81B
11	11 DELISTED Tri Pointe Homes TPH	348	-4	-1%	$2.81B
12	12 M/I Homes MHO $3.12B	323	+2	+0.6%	$2.8B
13	13 iShares US Home Construction ETF ITB $2.32B	319	-6	-2%	$2.03B
14	14 Cavco Industries CVCO $3.89B	314	-20	-6%	$3.29B
15	15 Champion Homes SKY $4.12B	307	-13	-4%	$3.78B
16	16 Green Brick Partners GRBK $2.59B	295	+12	+4%	$2.13B
17	17 Howard Hughes HHH $4.08B	280	-16	-5%	$2.92B
18	18 St. Joe Company JOE $3.75B	271	-7	-3%	$2.39B
19	19 Century Communities CCS $1.53B	258	-10	-4%	$1.54B
20	20 Lennar Class B LEN.B $17.4B	240	-5	-2%	$813M
21	21 LGI Homes LGIH $985M	226	-12	-5%	$1.08B
22	22 Dream Finders Homes DFH $672M	200	+4	+2%	$782M
23	23 Beazer Homes USA BZH $889M	198	+2	+1%	$597M
24	24 Hovnanian Enterprises HOV $570M	157	+8	+5%	$328M
25	25 Forestar Group FOR $1.26B	154	-6	-4%	$363M