Position in PHM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$27,860,764
+$2,717,040 QoQ
Shares Held
203,052
-5.0% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#5
of 253 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026KAMES CAPITAL plc holds $37,136,128 across 2 Residential Construction names. PHM ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
203,052 | $27,860,764 | |
| 2 | DHI |
Horton D R Inc /De/
|
56,946 | $9,275,364 |
All Filings in PHM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,860,764 | 203,052 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $25,143,724 | 213,789 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $18,820,347 | 160,501 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $40,689,037 | 307,947 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $39,128,612 | 371,028 | Shares | Sole | 2026-04-10 | |
| 2025-03-31 | $17,330,024 | 168,580 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $18,725,899 | 171,955 | Shares | Sole | 2026-04-10 | |
| 2024-09-30 | $25,620,392 | 178,502 | Shares | Sole | 2026-04-10 | |
| 2024-06-30 | $19,700,633 | 178,934 | Shares | Sole | 2026-04-10 | |
| 2024-03-31 | $2,685,966 | 22,268 | Shares | Sole | 2026-04-10 | |
| 2023-12-31 | $2,814,809 | 27,270 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $2,178,069 | 28,039 | Shares | Sole | 2026-04-10 | |
| 2023-03-31 | $2,678,898 | 45,966 | Shares | Sole | 2025-09-02 | |
| 2022-12-31 | $2,092,831 | 45,966 | Shares | Sole | 2023-10-19 | |
| 2022-09-30 | $1,354,425 | 36,118 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,520,048 | 38,356 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,500,648 | 35,815 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,550,079 | 44,613 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,003,214 | 43,624 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,380,561 | 43,624 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,927,095 | 55,818 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,507,772 | 58,158 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,692,133 | 58,158 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,233,661 | 65,638 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,060,557 | 47,516 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||