- Lennar Corporation Class A (LEN)
- KB Home (KBH)
- LGI Homes Inc. (LGIH)
- M.D.C. Holdings Inc. (MDC)
- Meritage Homes Corporation (MTH)
Q: Like a lot of stocks, the homebuilders seemed to reach a bottom on June 17 and then have steadily marched upward. Quite briskly, in fact, even in the face of increasing interest rates. To what do you ascribe their stock improvement, which outmatches almost any other sector I can see, up 25%-30% in a month.