Position in PHM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$26,451,312
-$17,247,737 QoQ
Shares Held
224,907
-39.6% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$1,274,292
PutShares
24,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $101,319,632 across 17 Residential Construction names. PHM ranks #2 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
197,566 | $27,110,006 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
224,907 | $26,451,312 | |
| 3 | LEN |
Lennar Corp /New/
|
155,811 | $13,530,627 | |
| 4 | TOL |
Toll Brothers, Inc.
|
96,421 | $13,158,573 | |
| 5 | NVR |
Nvr Inc
|
1,150 | $7,578,304 | |
| 6 | IBP |
Installed Building Products, Inc.
|
17,801 | $4,719,935 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
4,165 | $2,017,067 | |
| 8 | MTH |
Meritage Homes CORP
|
23,230 | $1,436,543 |
All Filings in PHM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,451,312 | 224,907 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,699,049 | 372,668 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $52,884,636 | 400,247 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,939,384 | 274,411 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $36,598,856 | 356,020 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $42,534,053 | 390,579 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $50,416,060 | 351,258 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $36,466,661 | 331,214 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $35,873,111 | 297,406 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $26,253,490 | 254,345 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,700,097 | 239,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,438,949 | 134,384 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,000,222 | 68,638 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,510,979 | 55,150 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,832,775 | 48,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,794,747 | 70,521 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,014,552 | 48,080 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,720,315 | 65,086 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,580,704 | 56,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,029,508 | 55,516 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,280,415 | 81,625 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $1,274,292 | 24,300 | Put | Sole | 2021-05-14 | |
| 2020-12-31 | $3,494,617 | 81,044 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,727,918 | 80,534 | Shares | Sole | 2020-11-09 | |
| 2020-09-30 | $1,472,022 | 31,800 | Put | Sole | 2020-11-09 | |
| 2020-06-30 | $1,102,572 | 32,400 | Put | Sole | 2020-08-13 | |
| 2020-06-30 | $2,827,995 | 83,103 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,798,032 | 80,557 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||