Position in PHM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,443,427
-$281,702 QoQ
Shares Held
12,273
-16.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $27,119,396 across 20 Residential Construction names. PHM ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
59,021 | $8,054,595 | |
| 2 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 3 | LEN |
Lennar Corp /New/
|
63,359 | $5,502,095 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
|
42,562 | $1,988,922 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
27,997 | $1,630,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
This page
|
12,273 | $1,443,427 | |
| 7 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 |
All Filings in PHM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,443,427 | 12,273 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,725,129 | 14,712 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,890,516 | 14,308 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,499,219 | 14,216 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,483,712 | 14,433 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,657,893 | 15,224 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,302,221 | 16,040 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,962,642 | 17,826 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,395,633 | 19,861 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,120,453 | 10,855 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $773,748 | 10,449 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $609,011 | 7,840 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $439,606 | 7,543 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $110,774 | 2,433 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $81,187 | 2,165 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $91,426 | 2,307 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $138,730 | 3,311 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $187,199 | 3,275 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $73,778 | 1,352 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $70,898 | 1,352 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $58,298 | 1,352 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $62,584 | 1,352 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $46,008 | 1,352 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $30,176 | 1,352 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||