ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in PHM — Pultegroup Inc/Mi/

CIK 1165408 Boston, MA

Position in PHM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$23,298,258

+$10,114,177 QoQ

Shares Held

169,800

+51.5% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#116

of 1,039 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $156,714,074 across 6 Residential Construction names. PHM ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	390,000	$64,252,500
2	DHI	Horton D R Inc /De/	195,075	$31,773,816
3	PHM	Pultegroup Inc/Mi/ This page	169,800	$23,298,258
4	SKY	Champion Homes, Inc.	250,000	$22,030,000
5	CVCO	Cavco Industries, Inc.	25,000	$15,359,500
6			270,503	$0

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,298,258	169,800	+51.5%	Shares	Sole	2026-08-14
2026-03-31	$13,184,081	112,100	-32.5%	Shares	Sole	2026-05-15
2025-12-31	$19,465,160	166,000	+233.3%	Shares	Sole	2026-02-17
2025-03-31	$5,119,440	49,800	-19.2%	Shares	Sole	2025-05-15
2024-12-31	$6,708,240	61,600	+21.7%	Shares	Sole	2025-02-14
2024-09-30	$7,262,618	50,600	-88.4%	Shares	Sole	2024-11-14
2024-06-30	$47,871,480	434,800	+108.9%	Shares	Sole	2024-08-14
2024-03-31	$25,101,022	208,100	-49.8%	Shares	Sole	2024-05-15
2023-12-31	$42,774,368	414,400	-45.3%	Shares	Sole	2024-02-14
2023-09-30	$56,144,710	758,200	-13.1%	Shares	Sole	2023-11-14
2023-06-30	$67,768,032	872,400	+132.1%	Shares	Other	2023-08-14
2023-03-31	$21,907,452	375,900	+62.2%	Shares	Sole	2023-05-15
2022-12-31	$10,549,301	231,700	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$8,846,250	235,900	-4.7%	Shares	Sole	2022-11-14
2022-06-30	$9,808,425	247,500	-4.7%	Shares	Sole	2022-08-15
2022-03-31	$10,877,240	259,600	-3.8%	Shares	Sole	2022-05-16
2021-12-31	$15,421,768	269,800	-4.9%	Shares	Sole	2022-02-14
2021-09-30	$13,027,504	283,700	-1.4%	Shares	Sole	2021-11-15
2021-06-30	$15,699,789	287,700	-2.3%	Shares	Sole	2021-08-16
2021-03-31	$15,448,824	294,600	+0.8%	Shares	Sole	2021-05-17
2020-12-31	$12,603,976	292,300	+4.9%	Shares	Sole	2021-02-16
2020-09-30	$12,896,394	278,600	-3.4%	Shares	Sole	2020-11-16
2020-06-30	$9,810,849	288,300	-1.6%	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.