Anchor Investment Management, LLC

Position in PHM — Pultegroup Inc/Mi/

CIK 1634149 COLUMBIA, SC

Position in PHM

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$628,860

-$19,705 QoQ

Shares Held

5,347

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Mar 31, 2026

Anchor Investment Management, LLC holds $1,305,535 across 6 Residential Construction names. PHM ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	5,347	$628,860
2	DHI	Horton D R Inc /De/	2,533	$347,578
3	IBP	Installed Building Products, Inc.	1,200	$318,180
4	TOL	Toll Brothers, Inc.	45	$6,141
5	LEN	Lennar Corp /New/	55	$4,776
6			3,000	$0

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$628,860	5,347	-3.3%	Shares	Sole	2026-05-01
2025-12-31	$648,565	5,531	0.0%	Shares	Sole	2026-02-26
2025-09-30	$730,811	5,531	0.0%	Shares	Sole	2025-11-14
2025-06-30	$583,299	5,531	-7.4%	Shares	Sole	2025-08-19
2025-03-31	$614,127	5,974	0.0%	Shares	Sole	2025-05-20
2024-12-31	$650,568	5,974	-6.3%	Shares	Sole	2025-02-13
2024-09-30	$914,860	6,374	-2.2%	Shares	Sole	2024-11-21
2024-06-30	$717,411	6,516	-0.8%	Shares	Sole	2024-09-20
2024-03-31	$791,990	6,566	-2.7%	Shares	Sole	2024-05-15
2023-12-31	$696,838	6,751	0.0%	Shares	Sole	2024-01-02
2023-09-30	$499,911	6,751	-1.5%	Shares	Sole	2024-01-02
2023-06-30	$532,185	6,851	-1.3%	Shares	Sole	2024-01-02
2023-03-31	$404,638	6,943	0.0%	Shares	Sole	2024-01-02
2022-12-31	$316,114	6,943	0.0%	Shares	Sole	2024-01-02
2022-09-30	$260,362	6,943	0.0%	Shares	Sole	2024-01-02
2022-06-30	$275,151	6,943	-5.9%	Shares	Sole	2024-01-02
2022-03-31	$309,096	7,377	0.0%	Shares	Sole	2024-01-02
2021-12-31	$421,669	7,377	-4.0%	Shares	Sole	2024-01-02
2021-09-30	$352,987	7,687	-7.5%	Shares	Sole	2024-01-02
2021-06-30	$453,312	8,307	+13.1%	Shares	Sole	2024-01-02
2021-03-31	$385,066	7,343	0.0%	Shares	Sole	2024-01-02
2020-12-31	$316,630	7,343	0.0%	Shares	Sole	2024-01-02
2020-09-30	$339,907	7,343	0.0%	Shares	Sole	2024-01-02
2020-06-30	$249,882	7,343	-0.9%	Shares	Sole	2024-01-02
2020-03-31	$165,301	7,406	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.