Position in PHM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,495,314
+$426,945 QoQ
Shares Held
10,898
+20.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#393
of 1,035 holders
Holding Since
Mar 2026
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 Jun 30, 2026McKinney Capital Management, LLC holds $2,438,310 across 2 Residential Construction names. PHM ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
10,898 | $1,495,314 | |
| 2 | LEN |
Lennar Corp /New/
|
10,421 | $942,996 |
All Filings in PHM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,495,314 | 10,898 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,068,369 | 9,084 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||