Position in PHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$746,559
+$131,342 QoQ
Shares Held
5,441
+4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#505
of 1,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Callan Family Office, LLC holds $11,273,522 across 8 Residential Construction names. PHM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBP |
Installed Building Products, Inc.
|
20,279 | $4,660,925 | |
| 2 | DHI |
Horton D R Inc /De/
|
15,381 | $2,505,257 | |
| 3 | TOL |
Toll Brothers, Inc.
|
8,685 | $1,430,853 | |
| 4 | LEN |
Lennar Corp /New/
|
9,260 | $837,937 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
5,441 | $746,559 | |
| 6 | NVR |
Nvr Inc
|
76 | $517,818 | |
| 7 | MHO |
M/I Homes, Inc.
|
2,021 | $324,956 | |
| 8 | DFH |
Dream Finders Homes, Inc.
|
14,439 | $249,217 |
All Filings in PHM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,559 | 5,441 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $615,217 | 5,231 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $613,152 | 5,229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $568,423 | 4,302 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,605 | 4,415 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $231,094 | 2,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $262,666 | 2,412 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||