Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,146
+$17,033 QoQ
Shares Held
227
+89.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#876
of 1,035 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Quarry LP holds $58,178 across 12 Residential Construction names. PHM ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
227 | $31,146 | |
| 2 | CVCO |
Cavco Industries, Inc.
|
11 | $6,758 | |
| 3 | LGIH |
LGI Homes, Inc.
|
63 | $4,011 | |
| 4 | LEGH |
Legacy Housing Corp
|
140 | $3,677 | |
| 5 | MHO |
M/I Homes, Inc.
|
22 | $3,537 | |
| 6 | LEN |
Lennar Corp /New/
|
23 | $2,081 | |
| 7 | HOV |
Hovnanian Enterprises Inc
|
14 | $1,993 | |
| 8 | KBH |
Kb Home
|
31 | $1,940 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,146 | 227 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $14,113 | 120 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $87,006 | 742 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $82,977 | 628 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $98,499 | 934 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $58,698 | 571 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $43,233 | 397 | Shares | Other | 2025-02-14 | |
| 2024-06-30 | $67,931 | 617 | Shares | Other | 2024-08-14 | |
| 2023-12-31 | $24,772 | 240 | Shares | Other | 2024-02-20 | |
| 2023-09-30 | $16,587 | 224 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $9,441 | 162 | Shares | Other | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||