Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,138,417
+$317,462 QoQ
Shares Held
15,585
+0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#343
of 1,035 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Horizon Investments, LLC holds $18,981,315 across 9 Residential Construction names. PHM ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
56,016 | $9,228,636 | |
| 2 | NVR |
Nvr Inc
|
381 | $2,595,905 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
15,585 | $2,138,417 | |
| 4 | DHI |
Horton D R Inc /De/
|
9,659 | $1,573,257 | |
| 5 | MHO |
M/I Homes, Inc.
|
9,647 | $1,551,141 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
11,787 | $943,431 | |
| 7 | LEN |
Lennar Corp /New/
|
8,654 | $783,100 | |
| 8 | SKY |
Champion Homes, Inc.
|
1,900 | $167,428 |
All Filings in PHM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,138,417 | 15,585 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,820,955 | 15,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,482,276 | 21,169 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,514,698 | 19,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,885,624 | 17,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $300,176 | 2,920 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $309,384 | 2,841 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $405,041 | 2,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $364,541 | 3,311 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $401,543 | 3,329 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $346,715 | 3,359 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $260,507 | 3,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,959 | 3,707 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $267,505 | 4,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $368,610 | 8,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $365,025 | 9,734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $251,809 | 6,354 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $399,234 | 7,316 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $560,478 | 10,688 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $523,354 | 11,306 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||