Position in PHM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,827,911
+$346,614 QoQ
Shares Held
13,322
+5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#363
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Atria Investments, Inc holds $27,132,870 across 11 Residential Construction names. PHM ranks #3 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
151,504 | $13,709,596 | |
| 2 | DHI |
Horton D R Inc /De/
|
28,198 | $4,592,890 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
13,322 | $1,827,911 | |
| 4 | NVR |
Nvr Inc
|
260 | $1,771,483 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
19,201 | $1,377,479 | |
| 6 | IBP |
Installed Building Products, Inc.
|
5,382 | $1,236,998 | |
| 7 | TOL |
Toll Brothers, Inc.
|
4,345 | $715,838 | |
| 8 | SKY |
Champion Homes, Inc.
|
7,805 | $687,776 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,911 | 13,322 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,481,297 | 12,595 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,648,441 | 14,058 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,341,699 | 25,291 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,392,599 | 13,205 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,577,363 | 15,344 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,329,124 | 12,205 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,945,836 | 13,557 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,729,120 | 15,705 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,609,915 | 13,347 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,066,262 | 10,330 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||