Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,431,023
+$9,986,050 QoQ
Shares Held
199,920
+34.8% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#103
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, 2026SEI INVESTMENTS CO holds $264,846,272 across 16 Residential Construction names. PHM ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
599,409 | $97,631,737 | |
| 2 | LEN |
Lennar Corp /New/
|
609,345 | $55,064,955 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
199,920 | $27,431,023 | |
| 4 | SKY |
Champion Homes, Inc.
|
274,558 | $24,194,050 | |
| 5 | IBP |
Installed Building Products, Inc.
|
51,320 | $11,795,388 | |
| 6 | TOL |
Toll Brothers, Inc.
|
57,211 | $9,425,511 | |
| 7 | NVR |
Nvr Inc
|
1,317 | $8,973,246 | |
| 8 | KBH |
Kb Home
|
102,552 | $6,418,729 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,431,023 | 199,920 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,444,973 | 148,329 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,086,312 | 137,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,772,524 | 187,486 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,884,693 | 188,552 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,627,165 | 210,381 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $24,933,525 | 228,958 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $43,164,063 | 300,732 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $35,562,629 | 323,003 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $37,573,370 | 311,502 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $19,978,849 | 193,556 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,897,336 | 255,197 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,822,589 | 268,056 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,867,570 | 289,423 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,094,980 | 199,758 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $6,786,150 | 180,964 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,758,935 | 170,551 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,670,520 | 159,201 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $8,550,905 | 149,596 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,856,360 | 149,311 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,678,956 | 232,343 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $10,008,750 | 190,861 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,575,316 | 198,871 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $10,288,367 | 222,259 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $9,035,236 | 265,508 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $6,633,346 | 297,193 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||