Position in PHM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$49,334,129
+$9,225,826 QoQ
Shares Held
359,552
+5.4% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#76
of 1,035 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. PHM ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
This page
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
31,454 | $19,324,708 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,334,129 | 359,552 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $40,108,303 | 341,028 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $33,806,878 | 288,307 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $49,050,355 | 371,228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $33,717,882 | 319,722 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $32,477,295 | 315,927 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $34,085,373 | 312,997 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,749,454 | 360,548 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $45,875,477 | 416,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $52,546,052 | 435,633 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $46,998,130 | 455,320 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,082,693 | 392,744 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $42,904,217 | 552,320 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,756,391 | 4,697,956 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,847,710 | 435,926 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $15,635,512 | 416,947 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,098,412 | 355,751 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,826,579 | 401,589 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,379,983 | 409,027 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $16,851,583 | 366,977 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $20,431,662 | 374,412 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,027,434 | 362,842 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $15,288,929 | 354,567 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $20,555,676 | 444,063 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $16,485,969 | 484,454 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $10,349,873 | 463,704 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||