Convergence Investment Partners, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1456133 PALM BEACH GARDENS, FL

Position in PHM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,423,416

+$1,268,820 QoQ

Shares Held

10,374

+266.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#403

of 1,035 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $4,549,415 across 3 Residential Construction names. PHM ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVR	Nvr Inc	259	$1,764,670
2	PHM	Pultegroup Inc/Mi/ This page	10,374	$1,423,416
3	TOL	Toll Brothers, Inc.	8,263	$1,361,329

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,423,416	10,374	+266.2%	Shares	Sole	2026-07-31
2021-06-30	$154,596	2,833	-80.9%	Shares	Sole	2021-07-19
2020-09-30	$685,138	14,801	-20.9%	Shares	Sole	2020-10-28
2020-03-31	$417,718	18,715	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.