Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,673,138
+$271,698 QoQ
Shares Held
12,194
+2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#375
of 1,035 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $3,048,157 across 4 Residential Construction names. PHM ranks #1 (54.9% of the industry book) .
All Filings in PHM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,673,138 | 12,194 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,401,440 | 11,916 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,257,261 | 10,722 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,414,451 | 10,705 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $923,829 | 8,760 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $891,790 | 8,675 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $477,417 | 4,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $614,451 | 4,281 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $466,824 | 4,240 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $399,614 | 3,313 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $294,177 | 2,850 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||