Position in PHM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$557,347
+$145,712 QoQ
Shares Held
4,062
+16.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#562
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Waterloo Capital, L.P. holds $869,913 across 2 Residential Construction names. PHM ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
4,062 | $557,347 | |
| 2 | DHI |
Horton D R Inc /De/
|
1,919 | $312,566 |
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,347 | 4,062 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $411,635 | 3,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $409,706 | 3,494 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $456,112 | 3,452 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $339,370 | 3,218 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $280,130 | 2,725 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $284,446 | 2,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $377,340 | 2,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,505 | 2,357 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $311,199 | 2,580 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $295,415 | 2,862 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||