Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,895,407
+$1,327,641 QoQ
Shares Held
93,983
-4.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $55,198,617 across 11 Residential Construction names. PHM ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
127,723 | $20,803,522 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
93,983 | $12,895,407 | |
| 3 | NVR |
Nvr Inc
|
1,692 | $11,528,272 | |
| 4 | LEN |
Lennar Corp /New/
|
83,462 | $7,552,476 | |
| 5 | TOL |
Toll Brothers, Inc.
|
9,173 | $1,511,251 | |
| 6 | HOV |
Hovnanian Enterprises Inc
|
2,544 | $362,291 | |
| 7 | MHO |
M/I Homes, Inc.
|
1,607 | $258,389 | |
| 8 | IBP |
Installed Building Products, Inc.
|
590 | $135,605 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,895,407 | 93,983 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,567,766 | 98,357 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,140,872 | 95,010 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $29,559,990 | 223,719 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $23,735,143 | 225,063 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,055,584 | 253,459 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,293,170 | 250,626 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $37,947,896 | 264,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $31,541,117 | 286,477 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $35,025,755 | 290,381 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $36,196,053 | 350,669 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,827,560 | 402,803 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $33,612,523 | 432,705 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $25,132,258 | 431,233 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $16,991,476 | 373,193 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,290,924 | 407,758 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,565,125 | 443,228 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $18,107,084 | 432,150 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $23,874,129 | 417,672 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $20,303,985 | 442,160 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,886,811 | 456,053 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $23,040,090 | 439,361 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $15,535,532 | 360,286 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $16,661,992 | 359,948 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,133,390 | 327,164 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $6,342,495 | 284,162 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||