Lennar
Ticker: LEN
Short interest: $717 million
Short interest change in 2018: +$368.9 million
Year-to-date performance: -37%
Source: S3 Partners
DR Horton
Ticker: DHI
Short interest: $347 million
Short interest change in 2018: +$144.3 million
Year-to-date performance: -29%
Source: S3 Partners
Tri Pointe Homes
Ticker: TPH
Short interest: $277 million
Short interest change in 2018: +$103.2 million
Year-to-date performance: -34%
Source: S3 Partners
Toll Brothers
Ticker: TOL
Short interest: $235 million
Short interest change in 2018: +$107.1 million
Year-to-date performance: -32%
Source: S3 Partners
LGI Homes
Ticker: LGIH
Short interest: $190 million
Short interest change in 2018: +$127.4 million
Year-to-date performance: -46%
Source: S3 Partners
NVR
Ticker: NVR
Short interest: $143 million
Short interest change in 2018: +$85.9 million
Year-to-date performance: -28%
Source: S3 Partners
KB Home
Ticker: KBH
Short interest: $94 million
Short interest change in 2018: +$82.3 million
Year-to-date performance: -38%
Source: S3 Partners
TopBuild
Ticker: BLD
Short interest: $83 million
Short interest change in 2018: +$33.3 million
Year-to-date performance: -37%
Source: S3 Partners
Installed Building Products
Ticker: IBP
Short interest: $77 million
Short interest change in 2018: +$8.2 million
Year-to-date performance: -54%
Source: S3 Partners