Position in PHM
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$19,276,632
-$1,619,018 QoQ
Shares Held
140,490
-20.9% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#124
of 1,041 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 38%
Shared 3%
None 59%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Corient Private Wealth LLC holds $119,979,345 across 13 Residential Construction names. PHM ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
8,592 | $58,540,731 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
140,490 | $19,276,632 | |
| 3 | DHI |
Horton D R Inc /De/
|
67,821 | $11,046,684 | |
| 4 | TOL |
Toll Brothers, Inc.
|
62,562 | $10,307,089 | |
| 5 | LEN |
Lennar Corp /New/
|
82,261 | $7,443,797 | |
| 6 | MHO |
M/I Homes, Inc.
|
38,597 | $6,206,011 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,509 | $3,384,619 | |
| 8 | IBP |
Installed Building Products, Inc.
|
5,093 | $1,170,575 |
All Filings in PHM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,276,632 | 140,490 | Shares | Other | 2026-08-27 | |
| 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. | ||||||