Position in PHM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$871,283
+$124,460 QoQ
Shares Held
6,350
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#36
of 125 holders
Holding Since
Jun 2025
5 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, 2026MONTGOMERY INVESTMENT MANAGEMENT INC holds $17,588,120 across 4 Residential Construction names. PHM ranks #4 (5.0% of the industry book) .
All Filings in PHM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,283 | 6,350 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $746,823 | 6,350 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $703,560 | 6,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $792,780 | 6,000 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $632,760 | 6,000 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||