Position in PHM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$4,704
+$348 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CAPITAL & PLANNING, LLC holds $11,565 across 2 Residential Construction names. PHM ranks #2 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
50 | $6,861 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
40 | $4,704 |
All Filings in PHM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,704 | 40 | Shares | Sole | 2026-05-18 | |
| 2024-12-31 | $4,356 | 40 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||