Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,809,828
New position
Shares Held
71,495
first reported quarter
Ownership
0.038%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#179
of 1,041 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Sophron Capital Management L.P. holds $25,205,344 across 2 Residential Construction names. PHM ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
170,135 | $15,395,516 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
71,495 | $9,809,828 |
All Filings in PHM
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,809,828 | 71,495 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||