Position in PHM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$31,969
-$53,885 QoQ
Shares Held
233
-68.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#873
of 1,035 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026LRI Investments, LLC holds $232,494 across 10 Residential Construction names. PHM ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,426 | $129,038 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
233 | $31,969 | |
| 3 | TMHC |
Taylor Morrison Home Corp
|
293 | $21,019 | |
| 4 | NVR |
Nvr Inc
|
3 | $20,440 | |
| 5 | DHI |
Horton D R Inc /De/
|
87 | $14,169 | |
| 6 | IBP |
Installed Building Products, Inc.
|
57 | $13,099 | |
| 7 | TOL |
Toll Brothers, Inc.
|
9 | $1,482 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
1 | $614 |
All Filings in PHM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,969 | 233 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $85,854 | 730 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $25,914 | 221 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $29,200 | 221 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $23,306 | 221 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $22,718 | 221 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $28,967 | 266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,178 | 266 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $22,900 | 208 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $28,466 | 236 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||