Position in PHM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$733,799
+$228,312 QoQ
Shares Held
5,348
+24.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#510
of 1,035 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $8,360,486 across 13 Residential Construction names. PHM ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
8,261 | $1,345,550 | |
| 2 | MTH |
Meritage Homes CORP
|
13,693 | $1,148,158 | |
| 3 | MHO |
M/I Homes, Inc.
|
5,544 | $891,419 | |
| 4 | LEN |
Lennar Corp /New/
|
9,385 | $849,248 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
11,269 | $808,438 | |
| 6 | PHM |
Pultegroup Inc/Mi/
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|
5,348 | $733,799 | |
| 7 | TOL |
Toll Brothers, Inc.
|
4,189 | $690,137 | |
| 8 | NVR |
Nvr Inc
|
85 | $579,138 |
All Filings in PHM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,799 | 5,348 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $505,487 | 4,298 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $388,716 | 3,315 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $413,038 | 3,126 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $303,197 | 2,875 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $287,531 | 2,797 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $244,718 | 1,705 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||