Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$704,847
+$58,463 QoQ
Shares Held
5,137
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 1,035 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 80%
Shared 2%
None 18%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $10,218,281 across 6 Residential Construction names. PHM ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
25,333 | $4,126,238 | |
| 2 | IBP |
Installed Building Products, Inc.
|
17,399 | $3,998,985 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
5,137 | $704,847 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
835 | $513,007 | |
| 5 | LEN |
Lennar Corp /New/
|
4,853 | $439,147 | |
| 6 | NVR |
Nvr Inc
|
64 | $436,057 |
All Filings in PHM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,847 | 5,137 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $646,384 | 5,496 | Shares | Defined | 2026-04-24 | |
| 2020-12-31 | $631,233 | 14,639 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,158,638 | 25,030 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $817,162 | 24,013 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $249,671 | 11,186 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||