Industry deep-dive
Residential Construction
Every super-investor and insider move tracked across 19 tickers in this industry.
Tickers
19
Combined value
$14.74B
Insider net (30d)
−$140K
Congress trades (30d)
1
Sector consensus moves
Latest portfolios · 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 | T. Rowe Price | $1.82B |
| 4 | Boykin Curry Eagle Capital | $1.15B |
| 5 | AQR Capital Management | $1.11B |
| 6 | Warren Buffett Berkshire Hathaway | $806M |
| 7 | Wellington Management | $746M |
| 8 | Ken Griffin Citadel Advisors | $709M |
| 9 | Bill Smead Smead Capital | $616M |
| 10 | Izzy Englander Millennium Mgmt | $514M |
| 11 | Two Sigma Investments | $480M |
| 12 | Ron Baron Baron Capital / BAMCO | $374M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | LEN | LENNAR CORP | $3.95B |
| 2 | TOL | TOLL BROTHERS INC | $2.20B |
| 3 | DHI | D R HORTON INC | $2.10B |
| 4 | PHM | PULTE GROUP INC | $1.85B |
| 5 | NVR | NVR INC | $1.55B |
| 6 | IBP | INSTALLED BLDG PRODS INC | $615.2M |
| 7 | SKY | SKYLINE CHAMPION CORPORATION | $610.1M |
| 8 | TMHC | TAYLOR MORRISON HOME CORP | $487.9M |
| 9 | MTH | MERITAGE HOMES CORP | $419.6M |
| 10 | CVCO | CAVCO INDS INC DEL | $302.3M |
| 11 | KBH | KB HOME | $204.1M |
| 12 | TPH | TRI POINTE HOMES INC | $146.9M |
| 13 | MHO | M/I HOMES INC | $128.6M |
| 14 | GRBK | GREEN BRICK PARTNERS INC | $54.7M |
| 15 | HOV | HOVNANIAN ENTERPRISES INC | $38.4M |
| 16 | LGIH | LGI HOMES INC | $32.9M |
| 17 | BZH | BEAZER HOMES USA INC | $24.0M |
| 18 | LEGH | LEGACY HOUSING CORP | $9.3M |
| 19 | DFH | DREAM FINDERS HOMES INC | $8.2M |