Position in PHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,104,746
+$869,456 QoQ
Shares Held
44,492
-0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#233
of 1,032 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Pathstone Holdings, LLC holds $34,922,631 across 12 Residential Construction names. PHM ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
41,358 | $6,736,390 | |
| 2 | TOL |
Toll Brothers, Inc.
|
40,288 | $6,637,447 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
44,492 | $6,104,746 | |
| 4 | LEN |
Lennar Corp /New/
|
37,117 | $3,353,528 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
5,389 | $3,310,892 | |
| 6 | IBP |
Installed Building Products, Inc.
|
11,944 | $2,745,208 | |
| 7 | NVR |
Nvr Inc
|
395 | $2,691,292 | |
| 8 | KBH |
Kb Home
|
18,640 | $1,166,677 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,104,746 | 44,492 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $5,235,290 | 44,514 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $5,270,952 | 44,951 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,054,989 | 45,826 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,842,723 | 45,920 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,500,865 | 63,238 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,710,498 | 52,438 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,955,005 | 55,424 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,362,568 | 57,789 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,284,241 | 60,390 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,528,161 | 34,181 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||