Position in PHM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$125,803,887
+$35,970,300 QoQ
Shares Held
1,069,670
+39.6% QoQ
Ownership
0.571%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Mar 31, 2026CallValue
$5,880,500
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026UBS Group AG holds $986,931,004 across 20 Residential Construction names. PHM ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,106,137 | $151,784,118 | |
| 2 | LEN |
Lennar Corp /New/
|
1,578,684 | $137,092,918 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
1,069,670 | $125,803,887 | |
| 4 | NVR |
Nvr Inc
|
15,912 | $104,857,375 | |
| 5 | TPH |
Tri Pointe Homes, Inc.
|
2,130,859 | $99,575,040 | |
| 6 | TOL |
Toll Brothers, Inc.
|
446,640 | $60,952,958 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
1,004,709 | $58,514,250 | |
| 8 | KBH |
Kb Home
|
928,713 | $48,060,897 |
All Filings in PHM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,803,887 | 1,069,670 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $5,880,500 | 50,000 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $89,833,587 | 766,106 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $14,774,760 | 126,000 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $539,396 | 4,600 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $607,798 | 4,600 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $177,766,643 | 1,345,392 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $18,603,904 | 140,800 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $113,668,054 | 1,077,831 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $485,116 | 4,600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $10,103,068 | 95,800 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $88,492,192 | 860,819 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $113,531,078 | 1,042,526 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $38,082,330 | 349,700 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $5,412,330 | 49,700 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $124,531,935 | 867,637 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $50,192,441 | 349,700 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $7,133,441 | 49,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $38,501,970 | 349,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $90,112,222 | 818,458 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $5,471,970 | 49,700 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $43,387,014 | 359,700 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $96,392,506 | 799,142 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $7,201,014 | 59,700 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $70,888,708 | 686,773 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $36,096,034 | 349,700 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $5,130,034 | 49,700 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $30,760,370 | 415,400 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $55,963,952 | 755,759 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $3,680,285 | 49,700 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $62,685,039 | 806,965 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $28,485,256 | 366,700 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $34,840,481 | 597,812 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $18,358,200 | 315,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $17,522,902 | 384,865 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,455,162 | 385,471 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,701,484 | 396,202 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $792,600 | 20,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $24,493,607 | 584,573 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $14,514,160 | 346,400 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $5,136,940 | 122,600 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $32,152,500 | 562,500 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $21,400,704 | 374,400 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $53,817,225 | 941,519 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,256,000 | 550,000 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $30,082,512 | 655,107 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $30,389,856 | 661,800 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $42,769,127 | 783,748 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $10,368,300 | 190,000 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $40,681,935 | 745,500 | Call | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||