Position in PHM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,571,063
+$4,220,366 QoQ
Shares Held
72,877
+96.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.43497351738521917.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56502648261478.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Jun 30, 2024CallValue
$55,050
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $91,055,801 across 19 Residential Construction names. PHM ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
2,352 | $15,499,279 | |
| 2 | DHI |
Horton D R Inc /De/
|
88,800 | $12,185,135 | |
| 3 | LEN |
Lennar Corp /New/
|
127,097 | $11,037,103 | |
| 4 | PHM |
Pultegroup Inc/Mi/
This page
|
72,877 | $8,571,063 | |
| 5 | TPH |
Tri Pointe Homes, Inc.
|
169,014 | $7,898,024 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
112,930 | $6,577,043 | |
| 7 | TOL |
Toll Brothers, Inc.
|
38,019 | $5,188,452 | |
| 8 | IBP |
Installed Building Products, Inc.
|
18,286 | $4,848,532 |
All Filings in PHM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,571,063 | 72,877 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,350,697 | 37,103 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,208,075 | 31,848 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,134,903 | 29,726 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,860,615 | 27,827 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,658,575 | 24,413 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,392,904 | 23,639 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $55,050 | 500 | Call | Sole | 2024-08-15 | |
| 2024-06-30 | $2,448,400 | 22,238 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,327,844 | 19,299 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,131,904 | 20,654 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,668,272 | 22,529 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $15,536 | 200 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $1,866,572 | 24,029 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,194,215 | 20,491 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $825,732 | 18,136 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $531,675 | 14,178 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $681,160 | 17,188 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $926,073 | 22,102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,356,349 | 23,729 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,113,927 | 24,258 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,023,132 | 18,749 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $83,904 | 1,600 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $1,957,165 | 37,322 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $68,992 | 1,600 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $1,607,470 | 37,279 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $984,727 | 21,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $512,151 | 15,050 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $383,368 | 17,176 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||