Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,079,980
+$70,463,784 QoQ
Shares Held
525,326
+3722.8% QoQ
Ownership
0.280%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#52
of 1,035 holders
Holding Since
Mar 2020
26 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, 2026Thrivent Financial for Lutherans holds $248,662,474 across 15 Residential Construction names. PHM ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
606,796 | $98,834,931 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
525,326 | $72,079,980 | |
| 3 | IBP |
Installed Building Products, Inc.
|
154,323 | $35,469,598 | |
| 4 | SKY |
Champion Homes, Inc.
|
147,875 | $13,030,745 | |
| 5 | TOL |
Toll Brothers, Inc.
|
58,299 | $9,604,758 | |
| 6 | MTH |
Meritage Homes CORP
|
70,653 | $5,924,253 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
5,379 | $3,304,750 | |
| 8 | MHO |
M/I Homes, Inc.
|
17,978 | $2,890,682 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,079,980 | 525,326 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,616,196 | 13,742 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,115,839 | 18,044 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,571,685 | 11,895 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,947,318 | 18,465 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $816,128 | 11,006 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $1,796,715 | 19,566 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,802,278 | 19,524 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,021,875 | 18,364 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,799,408 | 14,918 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,296,856 | 12,564 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,393,814 | 32,327 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,563,905 | 33,006 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,252,986 | 38,658 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $444,236 | 9,757 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $370,275 | 9,874 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $399,628 | 10,084 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $440,620 | 10,516 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $616,470 | 10,785 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $511,181 | 11,132 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,044,787 | 55,796 | Shares | Defined | 2021-09-24 | |
| 2021-03-31 | $6,410,055 | 122,236 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,724,654 | 132,761 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,164,994 | 133,182 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $6,121,621 | 179,889 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $259,157 | 11,611 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||