| Ticker↕ | Name↕ | Type | Asset class↕ | Sector / industry↕ | Market cap▼ | Conf.↕ | Source |
|---|---|---|---|---|---|---|---|
| DHI | D.R. Horton Inc. | CS |
| Equity |
| Consumer Discretionary Consumer Durables |
| $40.79B |
| 0.950 |
| LLM |
| SN | SharkNinja, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $26.22B | 0.950 | LLM |
| PHM | Pultegroup, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $24.60B | 0.950 | LLM |
| LEN | Lennar Corporation Class A | CS | Equity | Consumer Discretionary Consumer Durables | $20.52B | 0.950 | LLM |
| LEN.B | Lennar Corporation Class B | CS | Equity | Consumer Discretionary Consumer Durables | $20.10B | 0.900 | LLM |
| AS | Amer Sports, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $19.22B | 0.850 | LLM |
| NVR | NVR, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $16.77B | 0.700 | LLM |
| MAS | Masco Corporation | CS | Equity | Consumer Discretionary Consumer Durables | $14.72B | 0.700 | LLM |
| TOL | Toll Brothers, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $13.88B | 0.950 | LLM |
| SGI | Somnigroup International Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $13.52B | 0.950 | LLM |
| HAS | Hasbro, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $13.38B | 0.950 | LLM |
| DECK | Deckers Outdoor Corp | CS | Equity | Consumer Discretionary Consumer Durables | $12.42B | 0.800 | LLM |
| MHK | Mohawk Industries, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $9.27B | 0.900 | LLM |
| AOS | A.O. Smith Corporation | CS | Equity | Consumer Discretionary Consumer Durables | $8.51B | 0.950 | LLM |
| CROX | Crocs, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $6.26B | 0.900 | LLM |
| FBIN | Fortune Brands Innovations, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $5.83B | 0.900 | LLM |
| GOLF | Acushnet Holdings Corp. | CS | Equity | Consumer Discretionary Consumer Durables | $5.20B | 0.900 | LLM |
| SKY | Champion Homes, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $5.10B | 0.900 | LLM |
| MTH | Meritage Homes Corporation | CS | Equity | Consumer Discretionary Consumer Durables | $4.75B | 0.800 | LLM |
| DOO | BRP Inc. Common Subordinate Voting Shares | CS | Equity | Consumer Discretionary Consumer Durables | $4.69B | 0.950 | LLM |
| CVCO | Cavco Industries Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $4.60B | 0.900 | LLM |
| MAT | Mattel, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $4.19B | 0.950 | LLM |
| YETI | YETI Holdings, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $3.85B | 0.800 | LLM |
| MHO | M/I Homes, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $3.82B | 0.900 | LLM |
| SHOO | Steven Madden Ltd | CS | Equity | Consumer Discretionary Consumer Durables | $3.49B | 0.900 | LLM |
| KBH | KB Home | CS | Equity | Consumer Discretionary Consumer Durables | $3.42B | 0.950 | LLM |
| GRBK | Green Brick Partners, Inc | CS | Equity | Consumer Discretionary Consumer Durables | $3.02B | 0.800 | LLM |
| CALY | Callaway Golf Company | CS | Equity | Consumer Discretionary Consumer Durables | $2.95B | 0.900 | LLM |
| WHR | Whirlpool Corp. | CS | Equity | Consumer Discretionary Consumer Durables | $2.79B | 0.950 | LLM |
| PTON | Peloton Interactive, Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $2.38B | 0.900 | LLM |
| TILE | Interface Inc | CS | Equity | Consumer Discretionary Consumer Durables | $2.23B | 0.900 | LLM |
| SPB | Spectrum Brands Holdings, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $2.03B | 0.700 | LLM |
| CCS | CENTURY COMMUNITIES, INC. | CS | Equity | Consumer Discretionary Consumer Durables | $2.00B | 0.950 | LLM |
| MBC | MasterBrand, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $1.87B | 0.950 | LLM |
| SONO | Sonos, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $1.86B | 0.900 | LLM |
| LZB | La-Z-Boy Incorporated | CS | Equity | Consumer Discretionary Consumer Durables | $1.64B | 0.950 | LLM |
| MLKN | MillerKnoll, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $1.64B | 0.850 | LLM |
| WWW | Wolverine World Wide, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $1.48B | 0.900 | LLM |
| LGIH | LGI Homes, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $1.32B | 0.900 | LLM |
| LEG | Leggett & Platt, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $1.29B | 0.950 | LLM |
| CRCT | Cricut, Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $1.23B | 0.900 | LLM |
| SWIM | Latham Group, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $921.17M | 0.700 | LLM |
| FOXF | Fox Factory Holding Corp. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $912.91M | 0.900 | LLM |
| CODI | Compass Diversified | CS | Equity | Consumer Discretionary Consumer Durables | $908.10M | 0.700 | LLM |
| BZH | Beazer Homes USA, Inc. New | CS | Equity | Consumer Discretionary Consumer Durables | $874.08M | 0.700 | LLM |
| MOV | Movado Group, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $814.63M | 0.950 | LLM |
| HOV | Hovnanian Enterprises, Inc. Class A | CS | Equity | Consumer Discretionary Consumer Durables | $793.39M | 0.950 | LLM |
| HELE | Helen Of Troy Ltd | CS | Equity | Consumer Discretionary Consumer Durables | $695.97M | 0.900 | LLM |
| LEGH | Legacy Housing Corporation Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $683.48M | 0.900 | LLM |
| MCFT | MasterCraft Boat Holdings, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $599.50M | 0.950 | LLM |