Position in PHM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,771,642
+$325,354 QoQ
Shares Held
20,200
-2.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#320
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, 2026HENNESSY ADVISORS INC holds $4,815,661 across 2 Residential Construction names. PHM ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
20,200 | $2,771,642 | |
| 2 | NVR |
Nvr Inc
|
300 | $2,044,019 |
All Filings in PHM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,771,642 | 20,200 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,446,288 | 20,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,650,076 | 22,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,038,990 | 23,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,393,942 | 22,700 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,374,680 | 23,100 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,570,040 | 23,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,588,250 | 25,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,818,560 | 25,600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,136,120 | 26,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,758,442 | 46,100 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,413,705 | 46,100 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,666,496 | 47,200 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,820,752 | 48,400 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,699,929 | 59,300 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,362,500 | 63,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,552,172 | 64,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,757,020 | 65,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,292,416 | 57,600 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,750,608 | 59,900 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,334,227 | 61,100 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,146,400 | 60,000 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,220,680 | 51,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,481,144 | 53,600 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,847,829 | 54,300 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,265,544 | 56,700 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||