Comparing D.R. Horton ($DHI) and Lennar ($LEN): Weighing the Two Largest U.S. Homebuilders DHI is America's largest homebuilder by volume, while LEN ranks as the second-largest U.S. public homebuilder. Both companies face the same affordability and mortgage-rate headwinds, but their relative performance and market positioning have diverged in recent months. D.R. Horton has preserved comparatively stronger profitability and scale, while Lennar has leaned into a more aggressive volume-first, land-light strategy. Lennar's shares have been pressured by an earnings miss and scrutiny around its Millrose Properties relationship, even as Berkshire Hathaway increased its stake.
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Comparing D.R. Horton ($DHI) and Lennar ($LEN): Weighing the Two Largest U.S. Homebuilders DHI is America's largest homebuilder by volume, while LEN ranks as the second-largest U.S. public homebuilder. Both companies face the same affordability and mortgage-ra
$DHI$LEN
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$MELI market result
Long $MELI CDS Expiring next Friday $1900/$1950 for $16 (which gives me $34 profit)
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