Caprock Group, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1610769 BOISE, ID

Position in PHM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$6,559,598

-$423,025 QoQ

Shares Held

47,807

-19.5% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#226

of 1,035 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caprock Group, LLC holds $13,668,542 across 6 Residential Construction names. PHM ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	47,807	$6,559,598
2	DHI	Horton D R Inc /De/	16,708	$2,721,399
3	LEN	Lennar Corp /New/	19,456	$1,760,573
4	NVR	Nvr Inc	192	$1,308,172
5	TOL	Toll Brothers, Inc.	6,705	$1,104,648
6	MTH	Meritage Homes CORP	2,554	$214,152

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,559,598	47,807	-19.5%	Shares	Sole	2026-07-27
2026-03-31	$6,982,623	59,371	-9.6%	Shares	Sole	2026-05-11
2025-12-31	$7,702,457	65,687	+43.0%	Shares	Sole	2026-01-28
2025-09-30	$6,067,277	45,919	+24.7%	Shares	Sole	2025-11-06
2025-03-31	$3,784,787	36,817	+30.2%	Shares	Sole	2025-05-15
2024-12-31	$3,080,345	28,286	+0.6%	Shares	Sole	2025-01-23
2024-09-30	$4,037,355	28,129	+16.5%	Shares	Sole	2024-11-07
2024-06-30	$2,657,373	24,136	+468.4%	Shares	Sole	2024-08-06
2024-03-31	$512,152	4,246	+14.3%	Shares	Sole	2024-04-29
2023-12-31	$383,565	3,716	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.