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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	1,192	-22	-2%	$36.1B
2	2 Pultegroup PHM $20.8B	1,034	+47	+5%	$20.9B
3	3 Lennar Class A LEN $17.5B	969	-15	-2%	$21.1B
4	4 Toll Brothers TOL $12B	736	+16	+2%	$11.5B
5	5 NVR NVR $15.3B	689	+12	+2%	$17.6B
6	6 Millrose Properties Inc MRP $3.52B	487	+38	+8%	$4.14B
7	7 American Homes 4 Rent AMH $11B	481	-3	-0.6%	$10.6B
8	8 DELISTED Taylor Morrison TMHC	459	0	0%	$5.62B
9	9 KB Home KBH $2.55B	403	+1	+0.2%	$3.38B
10	10 Meritage Homes MTH $3.78B	402	-6	-1%	$4.57B
11	11 iShares US Home Construction ETF ITB $2.32B	360	-8	-2%	$2.25B
12	12 Cavco Industries CVCO $3.89B	354	+29	+9%	$4.6B
13	13 Champion Homes SKY $4.12B	351	+35	+11%	$5.1B
14	14 DELISTED Tri Pointe Homes TPH	348	-6	-2%	$2.73B
15	15 M/I Homes MHO $3.12B	338	-1	-0.3%	$3.13B
16	16 Howard Hughes HHH $4.08B	334	+34	+11%	$3.46B
17	17 Green Brick Partners GRBK $2.59B	307	-6	-2%	$2.12B
18	18 St. Joe Company JOE $3.75B	296	+21	+8%	$2.98B
19	19 Century Communities CCS $1.53B	262	-13	-5%	$1.56B
20	20 Lennar Class B LEN.B $17.4B	257	+1	+0.4%	$713M
21	21 LGI Homes LGIH $985M	219	-20	-8%	$855M
22	22 Dream Finders Homes DFH $672M	191	-6	-3%	$500M
23	23 Beazer Homes USA BZH $889M	183	-12	-6%	$513M
24	24 Forestar Group FOR $1.26B	168	+9	+6%	$444M
25	25 Hovnanian Enterprises HOV $570M	151	-18	-11%	$313M