Universal- Beteiligungs- und Servicegesellschaft mbH
Position in PHM — Pultegroup Inc/Mi/
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,582,555
+$1,667,016 QoQ
Shares Held
98,991
-2.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 1,035 holders
Holding Since
Dec 2024
7 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, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $91,595,766 across 14 Residential Construction names. PHM ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
158,374 | $25,795,957 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
98,991 | $13,582,555 | |
| 3 | NVR |
Nvr Inc
|
1,644 | $11,201,229 | |
| 4 | TOL |
Toll Brothers, Inc.
|
65,882 | $10,854,059 | |
| 5 | LEN |
Lennar Corp /New/
|
83,831 | $7,585,867 | |
| 6 | KBH |
Kb Home
|
108,598 | $6,797,148 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
9,801 | $6,021,538 | |
| 8 | MTH |
Meritage Homes CORP
|
67,743 | $5,680,250 |
All Filings in PHM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,582,555 | 98,991 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $11,915,539 | 101,314 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,031,683 | 119,663 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $16,695,021 | 126,353 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $15,808,981 | 149,905 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $15,896,375 | 154,634 | Shares | Defined | 2025-05-06 | |
| 2024-12-31 | $16,222,506 | 148,967 | Shares | Defined | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||