Position in PHM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,375,208
+$272,634 QoQ
Shares Held
37,201
+6.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $33,903,248 across 18 Residential Construction names. PHM ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
230,181 | $17,118,559 | |
| 2 | DHI |
Horton D R Inc /De/
|
32,663 | $4,482,014 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
37,201 | $4,375,208 | |
| 4 | LEN |
Lennar Corp /New/
|
24,441 | $2,122,454 | |
| 5 | DFH |
Dream Finders Homes, Inc.
|
146,446 | $2,038,528 | |
| 6 | NVR |
Nvr Inc
|
231 | $1,522,249 | |
| 7 | TOL |
Toll Brothers, Inc.
|
9,602 | $1,310,382 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
3,664 | $213,390 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,375,208 | 37,201 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,102,574 | 34,987 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $5,531,754 | 41,866 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,037,147 | 133,104 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,051,038 | 117,228 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,065,225 | 138,340 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,070,025 | 42,291 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,288,174 | 38,948 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $5,369,398 | 44,515 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,357,225 | 42,213 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,071,519 | 41,479 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,899,276 | 24,450 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,469,879 | 25,221 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,062,851 | 23,344 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $552,375 | 14,730 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $587,870 | 14,834 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $611,446 | 14,593 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,056,030 | 18,475 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $878,862 | 19,139 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,081,359 | 19,816 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $960,386 | 18,314 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $777,582 | 18,033 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $371,847 | 8,033 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $274,588 | 8,069 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,629 | 73 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||