Position in PHM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$114,433
+$20,463 QoQ
Shares Held
834
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#805
of 1,035 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $817,957 across 10 Residential Construction names. PHM ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,908 | $473,655 | |
| 2 | LEN |
Lennar Corp /New/
|
1,628 | $147,290 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
834 | $114,433 | |
| 4 | TOL |
Toll Brothers, Inc.
|
227 | $37,398 | |
| 5 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
11 | $6,758 | |
| 7 | SKY |
Champion Homes, Inc.
|
71 | $6,256 | |
| 8 | IBP |
Installed Building Products, Inc.
|
27 | $6,205 |
All Filings in PHM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,433 | 834 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $93,970 | 799 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $74,460 | 635 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $83,902 | 635 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $67,072 | 636 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $65,483 | 637 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $62,073 | 570 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $83,821 | 584 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $63,307 | 575 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $68,753 | 570 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $58,835 | 570 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $44,277 | 570 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $32,928 | 565 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $25,724 | 565 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $6,562 | 175 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $30,911 | 780 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $37,919 | 905 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $68,306 | 1,195 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $38,744 | 710 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $18,091 | 345 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||