Position in PHM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$8,884,847
+$918,672 QoQ
Shares Held
75,545
+11.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Edgestream Partners, L.P. holds $58,000,832 across 10 Residential Construction names. PHM ranks #1 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
75,545 | $8,884,847 | |
| 2 | MHO |
M/I Homes, Inc.
|
72,095 | $8,828,032 | |
| 3 | NVR |
Nvr Inc
|
1,257 | $8,283,416 | |
| 4 | TOL |
Toll Brothers, Inc.
|
60,199 | $8,215,357 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
136,051 | $7,923,610 | |
| 6 | DHI |
Horton D R Inc /De/
|
54,640 | $7,497,700 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
106,761 | $6,880,746 | |
| 8 | KBH |
Kb Home
|
14,358 | $743,026 |
All Filings in PHM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,884,847 | 75,545 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $7,966,175 | 67,936 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,371,239 | 86,061 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,958,356 | 65,981 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,947,468 | 77,310 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $302,088 | 2,774 | Shares | Sole | 2025-02-07 | |
| 2024-03-31 | $2,569,447 | 21,302 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,195,381 | 30,957 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,354,493 | 31,796 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,329,312 | 29,986 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,115,913 | 36,306 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,000,654 | 65,905 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,404,187 | 117,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,488,740 | 37,566 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,535,048 | 36,636 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $310,550 | 5,433 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,150,066 | 46,822 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,138,111 | 20,856 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $343,580 | 7,968 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||