Position in PHM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$36,862,619
-$46,372 QoQ
Shares Held
313,431
-0.4% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,279,910,401 across 16 Residential Construction names. PHM ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
58,245 | $383,824,653 | |
| 2 | LEN |
Lennar Corp /New/
|
3,491,914 | $303,237,809 | |
| 3 | DHI |
Horton D R Inc /De/
|
2,155,581 | $295,788,823 | |
| 4 | TMHC |
Taylor Morrison Home Corp
|
1,218,934 | $70,990,715 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
313,431 | $36,862,619 | |
| 6 | IBP |
Installed Building Products, Inc.
|
128,661 | $34,114,463 | |
| 7 | TOL |
Toll Brothers, Inc.
|
211,432 | $28,854,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
53,306 | $25,815,562 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,862,619 | 313,431 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $36,908,991 | 314,762 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $41,348,101 | 312,935 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $26,568,115 | 251,926 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $27,719,917 | 269,649 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $30,269,517 | 277,957 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $47,681,813 | 332,208 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $42,915,658 | 389,788 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $47,615,950 | 394,760 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $40,844,360 | 395,702 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $21,691,244 | 292,927 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $30,729,819 | 395,595 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $20,678,733 | 354,817 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $13,387,549 | 294,038 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $11,556,862 | 308,183 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $12,004,005 | 302,902 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,057,156 | 335,493 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $20,745,535 | 362,938 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $18,111,352 | 394,411 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $24,845,830 | 455,302 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $17,869,531 | 414,414 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $28,466,683 | 614,964 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $22,753,001 | 668,616 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $11,463,484 | 513,597 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||