CI INVESTMENTS INC.

Position in PHM — Pultegroup Inc/Mi/

CIK 1163648 TORONTO, Z4

Position in PHM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,217,327

+$167,658 QoQ

Shares Held

8,872

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#429

of 1,035 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

CI INVESTMENTS INC. holds $9,343,596 across 5 Residential Construction names. PHM ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	25,105	$4,089,102
2	IBP	Installed Building Products, Inc.	13,187	$3,030,900
3	PHM	Pultegroup Inc/Mi/ This page	8,872	$1,217,327
4	TOL	Toll Brothers, Inc.	4,411	$726,712
5	MTH	Meritage Homes CORP	3,334	$279,555

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,217,327	8,872	-0.6%	Shares	Sole	2026-08-13
2026-03-31	$1,049,669	8,925	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$1,066,127	9,092	+113.5%	Shares	Sole	2026-02-12
2025-09-30	$562,609	4,258	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$437,131	4,145	+4.1%	Shares	Sole	2025-08-12
2025-03-31	$409,144	3,980	+5.3%	Shares	Sole	2025-05-13
2024-12-31	$411,642	3,780	+28.2%	Shares	Sole	2025-02-12
2024-09-30	$423,269	2,949	-2.0%	Shares	Sole	2024-11-12
2024-06-30	$331,180	3,008	-47.9%	Shares	Sole	2024-08-12
2024-03-31	$696,459	5,774	+4.8%	Shares	Sole	2024-05-13
2023-12-31	$568,638	5,509	-2.2%	Shares	Sole	2024-02-12
2023-09-30	$417,271	5,635	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$443,630	5,711	+498.0%	Shares	Sole	2023-08-11
2023-03-31	$55,657	955	+8.4%	Shares	Sole	2023-05-12
2022-12-31	$40,111	881	-68.7%	Shares	Sole	2023-02-10
2022-09-30	$105,675	2,818	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$113,936	2,875	-33.8%	Shares	Sole	2022-08-12
2022-03-31	$182,013	4,344	-94.6%	Shares	Sole	2022-05-12
2021-12-31	$4,597,721	80,436	+168.1%	Shares	Sole	2022-02-11
2021-09-30	$1,377,508	29,998	+606.5%	Shares	Sole	2021-11-12
2021-06-30	$231,704	4,246	-67.6%	Shares	Sole	2021-08-13
2021-03-31	$686,544	13,092	+261.5%	Shares	Sole	2021-05-13
2020-12-31	$156,180	3,622	+50.4%	Shares	Sole	2021-02-09
2020-09-30	$111,512	2,409	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.