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  3. Consumer Cyclical/
  4. Residential Construction
All industries·Consumer Cyclical
Industry deep-dive

Residential Construction

Every super-investor and insider move tracked across 19 tickers in this industry.

Tickers
19
Combined value
$32.70B
Insider net (30d)
−$140K
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
  • DHI$955M
    Norges Bank (Norway SWF)Renaissance TechnologiesAQR Capital Management+9
    D R HORTON INC
  • LEN$840M
    Norges Bank (Norway SWF)Boykin Curry (Eagle Capital)Two Sigma Investments+7
    LENNAR CORP
  • PHM$549M
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Two Sigma Investments+10
    PULTE GROUP INC
  • NVR$485M
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Renaissance Technologies+8
    NVR INC
  • TOL$384M
    Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)Two Sigma Investments+8
    TOLL BROTHERS INC
  • TMHC$229M
    AQR Capital ManagementNorges Bank (Norway SWF)Paul Tudor Jones (Tudor Investment)+7
    TAYLOR MORRISON HOME CORP
  • MTH$167M
    Norges Bank (Norway SWF)Two Sigma InvestmentsKen Griffin (Citadel Advisors)+8
    MERITAGE HOMES CORP
  • SKY$131M
    Ron Baron (Baron Capital / BAMCO)Norges Bank (Norway SWF)Ken Griffin (Citadel Advisors)+5
    SKYLINE CHAMPION CORPORATION
Most sold
Tracked managers trimmed or exited
  • LEN$466M
    BlackRockWellington ManagementBill Smead (Smead Capital)+6
    LENNAR CORP
  • DHI$297M
    BlackRockRon Baron (Baron Capital / BAMCO)Greenhaven Associates+7
    D R HORTON INC
  • PHM$240M
    BlackRockRay Dalio (Bridgewater Associates)Greenhaven Associates+2
    PULTE GROUP INC
  • TOL$182M
    BlackRockAQR Capital ManagementRay Dalio (Bridgewater Associates)+1
    TOLL BROTHERS INC
  • KBH$136M
    Izzy Englander (Millennium Mgmt)Ken Griffin (Citadel Advisors)BlackRock+3
    KB HOME
  • NVR$114M
    BlackRockWellington ManagementBill Smead (Smead Capital)+2
    NVR INC
  • TMHC$97M
    BlackRockRon Baron (Baron Capital / BAMCO)Izzy Englander (Millennium Mgmt)+4
    TAYLOR MORRISON HOME CORP
  • SKY$44M
    Wellington ManagementIzzy Englander (Millennium Mgmt)Mario Gabelli (GAMCO)
    SKYLINE CHAMPION CORPORATION

Biggest residential construction books

Top 12 super-investors · 2025Q4
#ManagerSector valuePositions% of bookTop picks
1BlackRock
$17.95B
190.3%
DHIPHMNVR
2Greenhaven Associates
$3.05B
649.4%
LENTOLPHM
3Norges Bank
Norway SWF
$2.17B
140.2%
DHIPHMNVR
4T. Rowe Price
$1.82B
180.2%
PHMTOLIBP
5Boykin Curry
Eagle Capital
$1.15B
23.6%
LENPHM
6AQR Capital Management
$1.11B
180.6%
DHITOLTMHC
7Warren Buffett
Berkshire Hathaway
$806M
20.3%
LENNVR
8Wellington Management
$746M
80.1%
SKYNVRMTH
9Ken Griffin
Citadel Advisors
$709M
160.5%
NVRTOLLEN
10Bill Smead
Smead Capital
$616M
312.8%
DHILENNVR
11Izzy Englander
Millennium Mgmt
$514M
190.4%
LENTOLPHM
12Two Sigma Investments
$480M
150.7%
LENTOLDHI

Constituent tickers

#TickerCompanyValue
1DHID R HORTON INC$6.18B
2LENLENNAR CORP$5.81B
3PHMPULTE GROUP INC$4.10B
4NVRNVR INC$3.69B
5TOLTOLL BROTHERS INC$3.56B
6IBPINSTALLED BLDG PRODS INC$1.55B
7SKYSKYLINE CHAMPION CORPORATION$1.37B
8TMHCTAYLOR MORRISON HOME CORP$1.29B
9MTHMERITAGE HOMES CORP$1.22B
10CVCOCAVCO INDS INC DEL$1.01B
11MHOM/I HOMES INC$751.3M
12KBHKB HOME$728.0M
13TPHTRI POINTE HOMES INC$628.5M
14GRBKGREEN BRICK PARTNERS INC$358.8M
15LGIHLGI HOMES INC$177.5M
16DFHDREAM FINDERS HOMES INC$85.2M
17BZHBEAZER HOMES USA INC$84.5M
18HOVHOVNANIAN ENTERPRISES INC$78.0M
19LEGHLEGACY HOUSING CORP$19.9M