Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,895,650
+$6,645,864 QoQ
Shares Held
177,669
+46.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 89.30840777235473.ToString("F0")%
Shared 2.257420879761795.ToString("F0")%
None 8.434171347883476.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026Corient Private Wealth LLC holds $131,762,598 across 13 Residential Construction names. PHM ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
9,124 | $60,125,609 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
177,669 | $20,895,650 | |
| 3 | TOL |
Toll Brothers, Inc.
|
124,491 | $16,989,286 | |
| 4 | DHI |
Horton D R Inc /De/
|
95,144 | $13,055,659 | |
| 5 | LEN |
Lennar Corp /New/
|
65,962 | $5,728,139 | |
| 6 | TMHC |
Taylor Morrison Home Corp
|
82,761 | $4,820,000 | |
| 7 | MHO |
M/I Homes, Inc.
|
38,592 | $4,725,590 | |
| 8 | SKY |
Champion Homes, Inc.
|
25,713 | $1,912,275 |
All Filings in PHM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,895,650 | 177,669 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $14,249,786 | 121,523 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $16,484,933 | 124,763 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,619,475 | 110,179 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $11,408,640 | 110,979 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,428,102 | 114,124 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $20,319,110 | 141,567 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $13,852,451 | 125,817 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,058,079 | 124,839 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,922,730 | 125,196 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $9,454,110 | 127,672 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $9,888,275 | 127,295 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $7,824,497 | 134,257 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,221,993 | 136,657 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||