Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,555,834
+$18,001,584 QoQ
Shares Held
375,744
+31.7% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#73
of 1,041 holders
Holding Since
Mar 2020
26 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, 2026Rafferty Asset Management, LLC holds $303,538,777 across 17 Residential Construction names. PHM ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
520,215 | $84,732,619 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
375,744 | $51,555,834 | |
| 3 | LEN |
Lennar Corp /New/
|
441,514 | $39,922,459 | |
| 4 | NVR |
Nvr Inc
|
5,325 | $36,281,354 | |
| 5 | TOL |
Toll Brothers, Inc.
|
158,326 | $26,084,208 | |
| 6 | MTH |
Meritage Homes CORP
|
127,343 | $10,677,710 | |
| 7 | IBP |
Installed Building Products, Inc.
|
42,947 | $9,870,938 | |
| 8 | SKY |
Champion Homes, Inc.
|
105,581 | $9,303,797 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,555,834 | 375,744 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||