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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	1,214	+105	+9%	$42.8B
2	2 Pultegroup PHM $20.8B	987	+40	+4%	$23.7B
3	3 Lennar Class A LEN $17.5B	984	+43	+5%	$27B
4	4 Toll Brothers TOL $12B	720	+59	+9%	$11.7B
5	5 NVR NVR $15.3B	677	+23	+4%	$19.7B
6	6 American Homes 4 Rent AMH $11B	484	+13	+3%	$10.1B
7	7 DELISTED Taylor Morrison TMHC	459	+23	+5%	$6.21B
8	8 Millrose Properties Inc MRP $3.52B	449	+21	+5%	$3.59B
9	9 Meritage Homes MTH $3.78B	408	+14	+4%	$5.06B
10	10 KB Home KBH $2.55B	402	+8	+2%	$4.1B
11	11 iShares US Home Construction ETF ITB $2.32B	368	+49	+15%	$2.63B
12	12 DELISTED Tri Pointe Homes TPH	354	+6	+2%	$2.99B
13	13 M/I Homes MHO $3.12B	339	+16	+5%	$3.58B
14	14 Cavco Industries CVCO $3.89B	325	+11	+4%	$4.56B
15	15 Champion Homes SKY $4.12B	316	+9	+3%	$4.72B
16	16 Green Brick Partners GRBK $2.59B	313	+18	+6%	$2.49B
17	17 Howard Hughes HHH $4.08B	300	+20	+7%	$3.54B
18	18 Century Communities CCS $1.53B	275	+17	+7%	$1.69B
19	19 St. Joe Company JOE $3.75B	275	+4	+1%	$2.47B
20	20 Lennar Class B LEN.B $17.4B	256	+16	+7%	$895M
21	21 LGI Homes LGIH $985M	239	+13	+6%	$1.05B
22	22 Dream Finders Homes DFH $672M	197	-3	-2%	$791M
23	23 Beazer Homes USA BZH $889M	195	-3	-2%	$622M
24	24 Hovnanian Enterprises HOV $570M	169	+12	+8%	$421M
25	25 Forestar Group FOR $1.26B	159	+5	+3%	$488M