Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,961,952
+$374,180 QoQ
Shares Held
21,587
-1.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#313
of 1,035 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cresset Asset Management, LLC holds $17,756,776 across 9 Residential Construction names. PHM ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
72,892 | $6,595,997 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
21,587 | $2,961,952 | |
| 3 | TOL |
Toll Brothers, Inc.
|
17,198 | $2,833,370 | |
| 4 | DHI |
Horton D R Inc /De/
|
14,371 | $2,340,748 | |
| 5 | GRBK |
Green Brick Partners, Inc.
|
14,691 | $1,175,867 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
1,717 | $1,054,890 | |
| 7 | NVR |
Nvr Inc
|
72 | $490,564 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,320 | $303,388 |
All Filings in PHM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,961,952 | 21,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,587,772 | 22,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,981,224 | 16,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,605 | 3,486 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $324,078 | 3,073 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $662,237 | 6,442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $570,309 | 5,237 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,494,353 | 31,313 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,445,908 | 31,298 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,436,222 | 28,488 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,900,378 | 28,099 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,137,675 | 28,868 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,112,585 | 27,196 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $295,646 | 7,056 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $404,692 | 7,080 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $226,431 | 4,931 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $254,459 | 4,663 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $237,867 | 4,536 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||