Position in PHM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$661,351
+$209,730 QoQ
Shares Held
4,820
+25.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#526
of 1,033 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Ballentine Partners, LLC holds $4,583,679 across 9 Residential Construction names. PHM ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KBH |
Kb Home
|
17,282 | $1,081,679 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,863 | $954,964 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
4,820 | $661,351 | |
| 4 | LEN |
Lennar Corp /New/
|
4,631 | $419,057 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,358 | $388,479 | |
| 6 | MTH |
Meritage Homes CORP
|
4,468 | $374,641 | |
| 7 | NVR |
Nvr Inc
|
35 | $238,468 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,037 | $238,343 |
All Filings in PHM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,351 | 4,820 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $451,621 | 3,840 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $420,375 | 3,585 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $476,724 | 3,608 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $382,819 | 3,630 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $361,650 | 3,518 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $450,192 | 4,134 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $598,089 | 4,167 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $499,633 | 4,538 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $453,168 | 3,757 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $372,209 | 3,606 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $228,295 | 3,083 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $235,291 | 3,029 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||