Position in PHM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$58,779,125
-$15,483,978 QoQ
Shares Held
499,780
-21.1% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ASSETMARK, INC holds $227,459,513 across 14 Residential Construction names. PHM ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
499,780 | $58,779,125 | |
| 2 | DHI |
Horton D R Inc /De/
|
424,987 | $58,316,716 | |
| 3 | TMHC |
Taylor Morrison Home Corp
|
791,740 | $46,110,937 | |
| 4 | LEN |
Lennar Corp /New/
|
325,352 | $28,253,567 | |
| 5 | TOL |
Toll Brothers, Inc.
|
191,100 | $26,079,417 | |
| 6 | MHO |
M/I Homes, Inc.
|
56,309 | $6,895,037 | |
| 7 | KBH |
Kb Home
|
53,664 | $2,777,112 | |
| 8 | SKY |
Champion Homes, Inc.
|
1,000 | $74,370 |
All Filings in PHM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,779,125 | 499,780 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,263,103 | 633,320 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $79,197,532 | 599,391 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $69,232,802 | 656,484 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $63,592,182 | 618,601 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $67,022,178 | 615,447 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $86,984,634 | 606,038 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $68,939,004 | 626,149 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,998,560 | 613,485 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $63,742,788 | 617,543 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $46,999,609 | 634,701 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,099,882 | 284,499 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $668,646 | 11,473 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $204,110 | 4,483 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $159,975 | 4,266 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $172,667 | 4,357 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $183,941 | 4,390 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $259,106 | 4,533 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,943,654 | 281,874 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,896,622 | 291,307 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $38,955,368 | 742,856 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $32,514,592 | 754,049 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $44,774,280 | 967,256 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,977,516 | 410,741 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $13,067,400 | 585,457 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||