Industry deep-dive
Residential Construction
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$2.36T
Insider net (30d)
−$140K
Congress trades (30d)
1
Sector consensus moves
Latest 13F · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
- LEN$147M
- DHI$116M
- KBH$112M
- NVR$56M
- TMHC$52MRon Baron (Baron Capital / BAMCO)Izzy Englander (Millennium Mgmt)Ray Dalio (Bridgewater Associates)+3TAYLOR MORRISON HOME CORP
- TOL$50M
- SKY$44MSKYLINE CHAMPION CORPORATION
- IBP$34MINSTALLED BLDG PRODS INC
Biggest residential construction books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Greenhaven Associates | $3.05B |
| 2 | Norges Bank Norway SWF | $2.17B |
| 3 | Ken Griffin Citadel Advisors | $1.15B |
| 4 | Boykin Curry Eagle Capital | $1.15B |
| 5 | AQR Capital Management | $1.11B |
| 6 | Warren Buffett Berkshire Hathaway | $806M |
| 7 | Wellington Management | $747M |
| 8 | Bill Smead Smead Capital | $616M |
| 9 | Izzy Englander Millennium Mgmt | $614M |
| 10 | Two Sigma Investments | $483M |
| 11 | Ron Baron Baron Capital / BAMCO | $374M |
| 12 | D.E. Shaw & Co. | $276M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | DHI | D R HORTON INC | $566.97B |
| 2 | LEN | LENNAR CORP | $507.95B |
| 3 | PHM | PULTE GROUP INC | $332.55B |
| 4 | NVR | NVR INC | $331.21B |
| 5 | TOL | TOLL BROTHERS INC | $143.53B |
| 6 | MTH | MERITAGE HOMES CORP | $89.71B |
| 7 | TMHC | TAYLOR MORRISON HOME CORP | $74.57B |
| 8 | KBH | KB HOME | $62.20B |
| 9 | TPH | TRI POINTE HOMES INC | $60.15B |
| 10 | CVCO | CAVCO INDS INC DEL | $57.03B |
| 11 | SKY | SKYLINE CHAMPION CORPORATION | $42.52B |
| 12 | IBP | INSTALLED BLDG PRODS INC | $33.95B |
| 13 | LGIH | LGI HOMES INC | $29.24B |
| 14 | GRBK | GREEN BRICK PARTNERS INC | $19.75B |
| 15 | MHO | M/I HOMES INC | $8.72B |
| 16 | BZH | BEAZER HOMES USA INC | $2.24B |
| 17 | HOV | HOVNANIAN ENTERPRISES INC | $1.19B |
| 18 | DFH | DREAM FINDERS HOMES INC | $480.0M |
| 19 | LEGH | LEGACY HOUSING CORP | $208.4M |