Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,089,366
+$741,602 QoQ
Shares Held
51,668
-4.3% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#214
of 1,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Waverly Advisors, LLC holds $20,686,598 across 5 Residential Construction names. PHM ranks #2 (34.3% of the industry book) .
All Filings in PHM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,089,366 | 51,668 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,347,764 | 53,973 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,365,107 | 54,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,870,363 | 51,997 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,336,170 | 50,599 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,258,592 | 41,426 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||