Freestone Grove Partners LP

Position in PHM — Pultegroup Inc/Mi/

CIK 2007591 San Francisco, CA

Position in PHM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$72,746,272

+$51,366,656 QoQ

Shares Held

530,182

+191.7% QoQ

Ownership

0.283%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#51

of 1,035 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Freestone Grove Partners LP holds $113,774,117 across 6 Residential Construction names. PHM ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	530,182	$72,746,272
2	LEN	Lennar Corp /New/	196,944	$17,821,462
3	MTH	Meritage Homes CORP	111,479	$9,347,514
4	KBH	Kb Home	127,705	$7,993,055
5	DHI	Horton D R Inc /De/	36,013	$5,865,797
6	DFH	Dream Finders Homes, Inc.	1	$17

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$72,746,272	530,182	+191.7%	Shares	Sole	2026-08-14
2026-03-31	$21,379,616	181,784	-58.6%	Shares	Sole	2026-05-15
2025-09-30	$58,053,693	439,368	-17.3%	Shares	Sole	2025-11-14
2025-06-30	$56,021,933	531,215	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.