← All themes Housing & Home Improvement

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 $38.8B	1,152	-40	-3%	$33.3B
2	2 Pultegroup PHM $21.5B	1,036	+2	+0.2%	$20.7B
3	3 Lennar Class A LEN $18.3B	938	-31	-3%	$17.8B
4	4 Toll Brothers TOL $12.4B	785	+49	+7%	$11.4B
5	5 NVR NVR $16B	658	-31	-4%	$15.3B
6	6 Millrose Properties Inc MRP $3.6B	485	-2	-0.4%	$3.8B
7	7 American Homes 4 Rent AMH $11.2B	461	-20	-4%	$8.51B
8	8 DELISTED Taylor Morrison TMHC	453	-6	-1%	$5.53B
9	9 Meritage Homes MTH $3.91B	411	+9	+2%	$4.07B
10	10 KB Home KBH $2.64B	389	-14	-3%	$3.15B
11	11 DELISTED Tri Pointe Homes TPH	350	+2	+0.6%	$3.87B
12	12 Cavco Industries CVCO $4.05B	346	-8	-2%	$3.8B
13	13 Champion Homes SKY $4.28B	341	-10	-3%	$4.38B
14	14 M/I Homes MHO $3.21B	332	-6	-2%	$2.98B
15	15 iShares US Home Construction ETF ITB $2.41B	325	-35	-10%	$1.91B
16	16 St. Joe Company JOE $3.81B	320	+24	+8%	$3.15B
17	17 Green Brick Partners GRBK $2.66B	316	+9	+3%	$2.2B
18	18 Howard Hughes HHH $4.17B	293	-41	-12%	$2.8B
19	19 Century Communities CCS $1.6B	267	+5	+2%	$1.49B
20	20 Lennar Class B LEN.B $18.1B	244	-13	-5%	$602M
21	21 LGI Homes LGIH $1.03B	206	-13	-6%	$820M
22	22 Dream Finders Homes DFH $741M	192	+1	+0.5%	$424M
23	23 Beazer Homes USA BZH $892M	177	-6	-3%	$496M
24	24 Forestar Group FOR $1.31B	170	+2	+1%	$457M
25	25 Hovnanian Enterprises HOV $602M	158	+7	+5%	$361M