Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,668,450
+$10,890,830 QoQ
Shares Held
172,498
+58.8% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#112
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $237,369,289 across 17 Residential Construction names. PHM ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
130,350 | $80,084,432 | |
| 2 | NVR |
Nvr Inc
|
8,376 | $57,069,033 | |
| 3 | DHI |
Horton D R Inc /De/
|
174,095 | $28,356,593 | |
| 4 | SKY |
Champion Homes, Inc.
|
295,340 | $26,025,360 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
172,498 | $23,668,450 | |
| 6 | TOL |
Toll Brothers, Inc.
|
54,318 | $8,948,889 | |
| 7 | LEN |
Lennar Corp /New/
|
36,709 | $3,321,796 | |
| 8 | KBH |
Kb Home
|
33,586 | $2,102,147 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,668,450 | 172,498 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,777,620 | 108,644 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,418,255 | 165,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,396,838 | 192,211 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,962,002 | 151,356 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,808,493 | 182,962 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $25,701,487 | 236,010 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $41,496,674 | 289,115 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,636,539 | 305,509 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,058,019 | 199,453 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,667,424 | 209,915 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,888,467 | 39,007 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,253,082 | 41,878 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,392,451 | 41,051 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,141,275 | 47,030 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,631,737 | 43,513 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,970,720 | 49,728 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,219,088 | 220,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,581,871 | 412,559 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,687,646 | 602,954 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $31,669,534 | 580,347 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $34,760,797 | 662,868 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $22,215,078 | 515,192 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,128,283 | 456,433 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,375,780 | 304,901 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $12,406,861 | 555,863 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||