Paragon Capital Management Ltd

Position in PHM — Pultegroup Inc/Mi/

CIK 1569765 DENVER, CO

Position in PHM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$214,047

+$7,925 QoQ

Shares Held

1,560

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#764

of 1,035 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Paragon Capital Management Ltd holds $977,699 across 4 Residential Construction names. PHM ranks #3 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	1,713	$282,216
2	MTH	Meritage Homes CORP	3,198	$268,152
3	PHM	Pultegroup Inc/Mi/ This page	1,560	$214,047
4	LEN	Lennar Corp /New/	2,357	$213,284

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,047	1,560	0.0%	Shares	Sole	2026-07-29
2025-09-30	$206,122	1,560	0.0%	Shares	Sole	2025-10-15
2024-09-30	$223,906	1,560	-62.1%	Shares	Sole	2024-10-10
2024-03-31	$496,833	4,119	+0.1%	Shares	Sole	2024-04-11
2023-12-31	$424,750	4,115	-13.8%	Shares	Sole	2024-01-12
2023-09-30	$353,588	4,775	-3.8%	Shares	Sole	2023-10-10
2023-06-30	$385,448	4,962	-22.1%	Shares	Sole	2023-07-11
2023-03-31	$371,243	6,370	-0.4%	Shares	Sole	2023-04-13
2022-12-31	$291,073	6,393	0.0%	Shares	Sole	2023-01-17
2022-09-30	$239,737	6,393	-2.0%	Shares	Sole	2022-10-14
2022-06-30	$258,427	6,521	+29.8%	Shares	Sole	2022-07-18
2022-03-31	$210,421	5,022	+2.3%	Shares	Sole	2022-04-19
2021-12-31	$280,541	4,908	-0.8%	Shares	Sole	2022-01-27
2021-09-30	$227,166	4,947	+7.4%	Shares	Sole	2021-10-19
2021-06-30	$251,458	4,608	-1.5%	Shares	Sole	2021-07-29
2021-03-31	$245,419	4,680	0.0%	Shares	Sole	2021-04-21
2020-12-31	$201,801	4,680	0.0%	Shares	Sole	2021-01-26
2020-09-30	$216,637	4,680	-36.0%	Shares	Sole	2020-10-22
2020-06-30	$248,861	7,313	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.