
VMC-15.01%11.7%

MLM-23.46%10.7%

AMRZ-29.17%8.7%

WY-21.84%8.7%

WFG+15.37%7.8%

CRH-32.17%6.8%

EXP-17.09%6.8%

RYN-12.67%5.8%

KNF-28.46%4.9%

CFP.TO+23.02%3.9%

HOLN.SW-20.67%3.9%

IFP.TO+54.48%3.9%

USLM-5.21%3.9%

BCC+3.55%2.9%

CX-15.14%2.9%

SJ.TO-25.00%2.9%

HEI.DE-27.97%1.9%

MCEM+13.56%1.9%
As of Oct 2, 2026, 9:55 PM ET
Homebuilding '26: Raw Homebuilding Materials Constituents
Vulcan Materials CompanyVMC | 11.7% | -0.38% | -2.21% | -8.16% | -0.65% | -15.01% | -21.81% | 0.96% | -20.10% | 1.21% | 46.11% | $31.50B |
Martin Marietta Materials, Inc.MLM | 10.7% | 0.69% | -4.56% | -7.83% | -0.54% | -23.46% | -29.48% | -3.23% | -24.10% | -7.20% | 39.32% | $28.97B |
Amrize LtdAMRZ | 8.7% | 0.03% | -2.74% | -11.73% | 1.83% | -29.17% | -41.06% | -26.32% | -20.54% | -27.62% | -27.62% | $20.62B |
Weyerhaeuser CompanyWY | 8.7% | -0.65% | -14.04% | -19.43% | -0.40% | -21.84% | -24.52% | -37.19% | -25.73% | -43.17% | -39.31% | $13.32B |
West Fraser Timber Co. Ltd.WFG | 7.8% | -0.73% | -5.14% | 5.38% | 5.24% | 15.37% | 6.05% | -9.21% | 3.77% | -30.68% | -16.65% | $5.06B |
CRH plcCRH | 6.8% | 0.29% | -3.84% | -8.65% | 3.62% | -32.17% | -29.44% | -6.59% | -30.12% | -6.89% | 90.03% | $54.75B |
Eagle Materials Inc.EXP | 6.8% | -0.99% | -6.44% | -11.97% | -0.99% | -17.09% | -23.43% | -26.97% | -26.68% | -39.60% | 30.08% | $5.26B |
Rayonier Inc. REITRYN | 5.8% | -0.88% | -8.89% | -8.85% | 1.21% | -12.67% | -12.02% | -25.83% | -24.53% | -30.28% | -30.69% | $2.79B |
Knife River CorporationKNF | 4.9% | -0.57% | -9.84% | -17.82% | -0.57% | -28.46% | -43.44% | -47.14% | -30.39% | -43.06% | 27.74% | $2.86B |
Canfor CorporationCFP.TO | 3.9% | -2.22% | -8.34% | 4.55% | -2.22% | 23.02% | 4.31% | -2.42% | 17.85% | -17.97% | -52.67% | $1.23B |
Holcim LtdHOLN.SW | 3.9% | 0.28% | -6.13% | -10.90% | 0.28% | -20.67% | -15.61% | -28.24% | -7.34% | -18.46% | 83.43% | $43.15B |
Interfor CorporationIFP.TO | 3.9% | -1.51% | -11.10% | -0.25% | -1.51% | 54.48% | 31.97% | -9.99% | 36.61% | -36.82% | -61.50% | $632.1M |
United States Lime & Minerals, Inc.USLM | 3.9% | -0.31% | -0.25% | -1.71% | 1.92% | -5.21% | -0.58% | 22.19% | -13.03% | 21.40% | 370.26% | $3.18B |
Boise Cascade CompanyBCC | 2.9% | 0.39% | -3.53% | -0.13% | 2.02% | 3.55% | -7.89% | -25.34% | -2.34% | -45.70% | 73.28% | $2.64B |
CEMEX, S.A.B. de C.V.CX | 2.9% | 1.38% | -4.79% | -7.84% | 3.72% | -15.14% | -22.06% | 71.35% | 7.62% | 59.63% | 33.81% | $13.83B |
Stella-Jones Inc.SJ.TO | 2.9% | 0.02% | -7.28% | -6.35% | 0.02% | -25.00% | -32.20% | -2.43% | -19.89% | -28.79% | 50.49% | $2.51B |
HeidelbergCement AGHEI.DE | 1.9% | 0.00% | 11.77% | 0.60% | 14.34% | -27.97% | -15.65% | 5.03% | -15.41% | 57.81% | 123.24% | $29.37B |
The Monarch Cement CompanyMCEM | 1.9% | 2.28% | -0.99% | 1.93% | 1.14% | 13.56% | 1.53% | 24.27% | 14.82% | 55.05% | 182.56% | $1.01B |
| Theme return | — | -0.26% | -5.55% | -7.16% | 1.53% | -11.52% | -18.48% | -8.83% | -12.74% | -13.34% | 34.50% | — |
| Average | 5.6% | -0.16% | -4.91% | -6.06% | 1.58% | -9.10% | -15.30% | -7.06% | -9.97% | -10.06% | 51.22% | $14.59B |
| Median | 4.4% | -0.15% | -4.96% | -7.83% | 0.71% | -16.12% | -18.73% | -7.90% | -17.65% | -23.04% | 36.56% | $5.16B |
| Std Dev | 2.9% | 1.00% | 5.34% | 6.96% | 3.64% | 22.27% | 18.29% | 26.54% | 18.61% | 34.57% | 99.43% | $16.00B |
| Min | 1.9% | -2.22% | -14.04% | -19.43% | -2.22% | -32.17% | -43.44% | -47.14% | -30.39% | -45.70% | -61.50% | $632.1M |
| Max | 11.7% | 2.28% | 11.77% | 5.38% | 14.34% | 54.48% | 31.97% | 71.35% | 36.61% | 59.63% | 370.26% | $54.75B |
| % Positive Tickers | 44.44% | 5.56% | 22.22% | 61.11% | 27.78% | 22.22% | 27.78% | 27.78% | 27.78% | 66.67% |