Position in PHM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,578,600
-$495,300 QoQ
Shares Held
260,000
-1.9% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $30,578,600 across 1 Residential Construction name. PHM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
260,000 | $30,578,600 |
All Filings in PHM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,578,600 | 260,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,073,900 | 265,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,014,450 | 265,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,528,800 | 280,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,242,000 | 265,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,867,699 | 246,719 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $28,706,000 | 200,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,534,425 | 213,755 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,970,209 | 198,725 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $21,028,494 | 203,725 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $15,826,336 | 213,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,990,558 | 218,725 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,856,912 | 443,667 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,951,822 | 613,921 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $24,765,337 | 660,409 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $25,980,674 | 655,581 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,032,984 | 669,045 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $32,914,384 | 575,829 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $26,402,575 | 574,969 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,155,405 | 460,975 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $12,552,562 | 239,370 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||