Position in PHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$276,478
+$37,613 QoQ
Shares Held
2,015
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 1,039 holders
Holding Since
Jun 2022
16 quarters on record
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026IEQ CAPITAL, LLC holds $50,645,963 across 8 Residential Construction names. PHM ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
128,217 | $21,123,750 | |
| 2 | LEN |
Lennar Corp /New/
|
166,232 | $15,042,333 | |
| 3 | DHI |
Horton D R Inc /De/
|
39,923 | $6,502,658 | |
| 4 | NVR |
Nvr Inc
|
709 | $4,830,700 | |
| 5 | MTH |
Meritage Homes CORP
|
26,431 | $2,216,239 | |
| 6 | MHO |
M/I Homes, Inc.
|
2,704 | $434,776 | |
| 7 | PHM |
Pultegroup Inc/Mi/
This page
|
2,015 | $276,478 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
12,690 | $219,029 |
All Filings in PHM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,478 | 2,015 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $238,865 | 2,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,388 | 2,340 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $228,215 | 2,164 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $282,905 | 2,752 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,450,548 | 13,320 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,952,295 | 13,602 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,057,438 | 18,687 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,014,595 | 16,702 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $1,511,140 | 14,640 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $967,685 | 13,068 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $1,014,656 | 13,062 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $689,161 | 11,825 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $337,058 | 7,403 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $468,450 | 12,492 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $250,065 | 6,310 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||