Empowered Funds, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1592828 NEWTOWN SQUARE, PA

Position in PHM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$19,429,048

+$4,283,517 QoQ

Shares Held

165,199

+44.1% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Empowered Funds, LLC holds $162,052,418 across 15 Residential Construction names. PHM ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	309,880	$26,909,974
2	TOL	Toll Brothers, Inc.	185,113	$25,262,369
3	NVR	Nvr Inc	3,640	$23,986,976
4	DHI	Horton D R Inc /De/	171,278	$23,502,760
5	PHM	Pultegroup Inc/Mi/ This page	165,199	$19,429,048
6	TMHC	Taylor Morrison Home Corp	283,380	$16,504,048
7	HOV	Hovnanian Enterprises Inc	73,146	$8,112,621
8	GRBK	Green Brick Partners, Inc.	63,522	$4,093,991

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,429,048	165,199	+44.1%	Shares	Sole	2026-05-15
2025-09-30	$15,145,531	114,626	-18.0%	Shares	Other	2025-11-13
2025-06-30	$14,734,130	139,713	-3.7%	Shares	Other	2025-08-11
2025-03-31	$14,913,193	145,070	+5.2%	Shares	Other	2025-05-16
2024-12-31	$15,015,999	137,888	-18.8%	Shares	Other	2025-01-28
2024-09-30	$24,379,859	169,859	-37.9%	Shares	Other	2024-11-06
2024-06-30	$30,131,395	273,673	+41.9%	Shares	Other	2024-07-30
2024-03-31	$23,266,148	192,888	-0.3%	Shares	Other	2024-05-07
2023-12-31	$19,979,468	193,562	+28.4%	Shares	Other	2024-02-14
2023-09-30	$11,165,775	150,787	+112.0%	Shares	Other	2023-11-01
2023-06-30	$5,524,056	71,113	-35.3%	Shares	Other	2023-07-27
2022-06-30	$4,355,297	109,899	+14.8%	Shares	Sole	2022-08-01
2022-03-31	$4,009,452	95,691	+8.5%	Shares	Sole	2022-04-21
2021-12-31	$5,041,054	88,192	-3.8%	Shares	Sole	2022-02-10
2021-09-30	$4,209,348	91,667	+25.9%	Shares	Sole	2021-11-12
2021-06-30	$3,971,986	72,787	+18.1%	Shares	Sole	2021-11-12
2021-03-31	$3,231,667	61,626	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,657,313	61,626	-3.2%	Shares	Sole	2021-02-02
2020-09-30	$2,945,664	63,635	-13.6%	Shares	Sole	2020-10-26
2020-06-30	$2,507,364	73,681	+15.9%	Shares	Sole	2020-07-16
2020-03-31	$1,418,458	63,551	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.