Position in PHM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,215,927
+$459,384 QoQ
Shares Held
23,438
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#299
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026TODD ASSET MANAGEMENT LLC holds $5,437,095 across 2 Residential Construction names. PHM ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
23,438 | $3,215,927 | |
| 2 | NVR |
Nvr Inc
|
326 | $2,221,168 |
All Filings in PHM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,215,927 | 23,438 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,756,543 | 23,438 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,748,339 | 23,438 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,096,862 | 23,438 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,471,771 | 23,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,409,426 | 23,438 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,552,398 | 23,438 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,364,056 | 23,438 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,580,523 | 23,438 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,827,091 | 23,438 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,419,270 | 23,438 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,735,583 | 23,438 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,820,663 | 23,438 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,365,966 | 23,438 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,007,124 | 549,245 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $25,265,362 | 673,743 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $26,987,871 | 680,996 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $28,665,088 | 684,131 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $39,426,681 | 689,760 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $33,256,825 | 724,234 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $39,757,137 | 728,553 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $38,102,327 | 726,589 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $31,441,681 | 729,167 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $35,703,801 | 771,307 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $26,242,608 | 771,161 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $18,568,521 | 831,923 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||