Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,554,250
-$5,674,731 QoQ
Shares Held
285,301
-14.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.18%
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, 2026Rafferty Asset Management, LLC holds $216,775,552 across 18 Residential Construction names. PHM ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
400,056 | $54,895,684 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
285,301 | $33,554,250 | |
| 3 | LEN |
Lennar Corp /New/
|
320,384 | $27,822,146 | |
| 4 | NVR |
Nvr Inc
|
4,146 | $27,321,435 | |
| 5 | TOL |
Toll Brothers, Inc.
|
136,065 | $18,568,790 | |
| 6 | IBP |
Installed Building Products, Inc.
|
32,204 | $8,538,890 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
140,336 | $8,173,168 | |
| 8 | MTH |
Meritage Homes CORP
|
94,985 | $5,873,872 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,554,250 | 285,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,228,981 | 334,547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,675,651 | 315,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,019,183 | 180,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,322,481 | 158,779 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,341,671 | 159,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,040,769 | 111,759 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,817,152 | 161,827 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,180,389 | 159,015 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $17,907,844 | 173,492 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,937,925 | 147,710 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,949,203 | 153,826 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,153,981 | 157,069 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,017,174 | 154,122 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,098,650 | 135,964 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,580,339 | 140,811 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,703,830 | 231,595 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $15,142,484 | 264,914 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $12,769,938 | 278,091 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $20,249,180 | 371,068 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $17,308,136 | 330,056 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $17,530,220 | 406,545 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $20,812,585 | 449,613 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $12,213,367 | 358,900 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,362,189 | 61,030 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||