Position in PHM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$172,789,781
-$11,324,707 QoQ
Shares Held
1,469,176
-6.4% QoQ
Ownership
0.784%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Bank of New York Mellon Corp holds $1,030,945,389 across 19 Residential Construction names. PHM ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,838,293 | $252,250,556 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
1,469,176 | $172,789,781 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,032,910 | $140,961,222 | |
| 4 | LEN |
Lennar Corp /New/
|
1,042,963 | $90,570,896 | |
| 5 | NVR |
Nvr Inc
|
13,223 | $87,137,315 | |
| 6 | MTH |
Meritage Homes CORP
|
823,322 | $50,914,227 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
716,225 | $41,712,938 | |
| 8 | IBP |
Installed Building Products, Inc.
|
156,873 | $41,594,871 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,789,781 | 1,469,176 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $184,114,488 | 1,570,139 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $192,038,130 | 1,453,403 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $142,828,267 | 1,354,336 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $147,622,026 | 1,436,012 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $165,263,365 | 1,517,570 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $218,783,201 | 1,524,303 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $174,950,545 | 1,589,015 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $207,931,865 | 1,723,859 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $187,378,253 | 1,815,329 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $147,733,891 | 1,995,056 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $152,426,719 | 1,962,239 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $119,552,146 | 2,051,341 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $95,728,683 | 2,102,541 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $85,556,135 | 2,281,497 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $101,955,223 | 2,572,678 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $106,380,366 | 2,538,911 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $253,662,183 | 4,437,757 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $173,173,681 | 3,771,204 | Shares | Other | 2021-11-18 | |
| 2021-06-30 | $142,174,763 | 2,605,365 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $173,064,265 | 3,300,234 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $182,469,988 | 3,941,888 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $136,205,954 | 4,002,526 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $94,120,042 | 4,216,848 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||