Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,625,750
-$158,076 QoQ
Shares Held
73,342
-2.1% QoQ
Ownership
0.039%
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 37%
Shared 0%
None 63%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $41,357,625 across 19 Residential Construction names. PHM ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
85,483 | $11,729,975 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
73,342 | $8,625,750 | |
| 3 | SKY |
Champion Homes, Inc.
|
107,826 | $8,019,018 | |
| 4 | TOL |
Toll Brothers, Inc.
|
27,792 | $3,792,772 | |
| 5 | LEN |
Lennar Corp /New/
|
40,235 | $3,494,006 | |
| 6 | IBP |
Installed Building Products, Inc.
|
5,185 | $1,374,801 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
19,233 | $1,239,565 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
16,413 | $955,892 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,625,750 | 73,342 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,783,826 | 74,909 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,669,754 | 156,435 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,005,241 | 151,766 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $6,798,060 | 66,129 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $12,483,966 | 114,637 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $15,794,037 | 110,040 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,999,355 | 108,986 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,529,400 | 120,456 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,931,051 | 202,781 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $16,162,297 | 218,262 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,392,256 | 95,163 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $5,117,445 | 87,808 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,111,288 | 68,335 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $2,511,036 | 66,961 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,951,480 | 74,476 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,644,304 | 63,110 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,693,103 | 64,610 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $2,961,195 | 64,486 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,381,426 | 61,965 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $3,756,956 | 71,643 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,137,277 | 72,757 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,500,307 | 75,617 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,416,363 | 71,007 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,948,218 | 87,286 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||