Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,184,081
-$6,281,079 QoQ
Shares Held
112,100
-32.5% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $125,096,819 across 6 Residential Construction names. PHM ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
330,000 | $45,035,100 | |
| 2 | DHI |
Horton D R Inc /De/
|
156,375 | $21,457,777 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
42,035 | $20,357,130 | |
| 4 | PHM |
Pultegroup Inc/Mi/
This page
|
112,100 | $13,184,081 | |
| 5 | SKY |
Champion Homes, Inc.
|
170,587 | $12,686,555 | |
| 6 | LEN |
Lennar Corp /New/
|
142,517 | $12,376,176 |
All Filings in PHM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,184,081 | 112,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,465,160 | 166,000 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $5,119,440 | 49,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,708,240 | 61,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,262,618 | 50,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $47,871,480 | 434,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,101,022 | 208,100 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,774,368 | 414,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $56,144,710 | 758,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,768,032 | 872,400 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $21,907,452 | 375,900 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,549,301 | 231,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,846,250 | 235,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,808,425 | 247,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,877,240 | 259,600 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,421,768 | 269,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,027,504 | 283,700 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,699,789 | 287,700 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,448,824 | 294,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $12,603,976 | 292,300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,896,394 | 278,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,810,849 | 288,300 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,541,992 | 293,100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||