Frec Markets, Inc.

Position in PHM — Pultegroup Inc/Mi/

CIK 2111359 SAN FRANCISCO, CA

Position in PHM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$669,996

+$453,947 QoQ

Shares Held

4,883

+165.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#523

of 1,035 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Frec Markets, Inc. holds $3,503,998 across 4 Residential Construction names. PHM ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	17,388	$1,558,662
2	TOL	Toll Brothers, Inc.	4,089	$673,662
3	PHM	Pultegroup Inc/Mi/ This page	4,883	$669,996
4	DHI	Horton D R Inc /De/	3,694	$601,678

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$669,996	4,883	+165.8%	Shares	Defined	2026-08-13
2026-03-31	$216,049	1,837	—	Shares	Defined	2026-05-14
No filing history on record for this holder in this stock.