Baker Avenue Asset Management, LP
Position in PHM — Pultegroup Inc/Mi/
CIK 1432529
SAN FRANCISCO, CA
Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$746,422
-$23,570 QoQ
Shares Held
5,440
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#506
of 1,035 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $16,465,668 across 5 Residential Construction names. PHM ranks #2 (4.5% of the industry book) .
All Filings in PHM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,422 | 5,440 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $769,992 | 6,547 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $871,241 | 7,430 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $846,953 | 6,410 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $451,052 | 4,277 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $413,461 | 4,022 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $313,523 | 2,879 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $412,505 | 2,874 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $960,058 | 12,965 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $963,232 | 12,400 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $671,618 | 11,524 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $44,664 | 981 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||