Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,786,919
+$2,446,659 QoQ
Shares Held
57,707
+55.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 34.6699707141248.ToString("F0")%
Shared 0.ToString("F0")%
None 65.3300292858752.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Cerity Partners LLC holds $79,032,726 across 17 Residential Construction names. PHM ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
30,641 | $14,839,129 | |
| 2 | LEN |
Lennar Corp /New/
|
138,605 | $12,036,457 | |
| 3 | TOL |
Toll Brothers, Inc.
|
77,544 | $10,582,428 | |
| 4 | DHI |
Horton D R Inc /De/
|
54,567 | $7,487,682 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
57,707 | $6,786,919 | |
| 6 | SKY |
Champion Homes, Inc.
|
78,212 | $5,816,626 | |
| 7 | NVR |
Nvr Inc
|
540 | $3,558,507 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
56,474 | $3,289,044 |
All Filings in PHM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,786,919 | 57,707 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,340,260 | 37,014 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,818,080 | 44,033 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,395,256 | 41,677 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,642,923 | 35,437 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,040,436 | 46,285 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $6,946,708 | 48,399 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,781,532 | 43,429 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,853,145 | 23,654 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,915,763 | 18,560 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,019,076 | 13,762 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,068,022 | 13,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $772,035 | 13,247 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $530,287 | 11,647 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $208,650 | 5,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,353 | 5,207 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $258,363 | 4,520 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||