Fulcrum Asset Management LLP

Position in PHM — Pultegroup Inc/Mi/

CIK 1353395 LONDON, X0

Position in PHM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,072,570

+$423,010 QoQ

Shares Held

7,817

+41.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#451

of 1,035 holders

Holding Since

Sep 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $3,841,185 across 15 Residential Construction names. PHM ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	6,814	$1,109,864
2	PHM	Pultegroup Inc/Mi/ This page	7,817	$1,072,570
3	LEN	Lennar Corp /New/	9,688	$876,667
4	KBH	Kb Home	3,571	$223,508
5	NVR	Nvr Inc	32	$218,028
6	LGIH	LGI Homes, Inc.	2,177	$138,631
7	TOL	Toll Brothers, Inc.	487	$80,233
8	BZH	Beazer Homes USA Inc	2,172	$60,924

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,072,570	7,817	+41.5%	Shares	Sole	2026-08-18
2026-03-31	$649,560	5,523	+290.0%	Shares	Sole	2026-05-14
2025-12-31	$166,040	1,416	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$190,399	1,441	-1.7%	Shares	Sole	2025-11-24
2025-06-30	$154,604	1,466	—	Shares	Sole	2025-11-24
2022-03-31	$1,035,139	24,705	+19.1%	Principal	Sole	2022-05-10
2021-12-31	$1,185,669	20,743	0.0%	Principal	Sole	2022-03-24
2021-09-30	$952,518	20,743	+7.3%	Principal	Sole	2021-10-19
2021-06-30	$1,055,056	19,334	+33.4%	Principal	Sole	2021-07-13
2021-03-31	$759,960	14,492	+17.7%	Principal	Sole	2021-04-21
2020-09-30	$569,968	12,313	—	Principal	Sole	2020-10-21
No filing history on record for this holder in this stock.