Position in PHM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,761,668,895
+$172,173,952 QoQ
Shares Held
14,978,904
+10.5% QoQ
Ownership
7.99%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026FRANKLIN RESOURCES INC holds $2,584,827,285 across 16 Residential Construction names. PHM ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
14,978,904 | $1,761,668,895 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,951,918 | $405,062,180 | |
| 3 | NVR |
Nvr Inc
|
12,632 | $83,242,731 | |
| 4 | IBP |
Installed Building Products, Inc.
|
229,491 | $60,849,536 | |
| 5 | MHO |
M/I Homes, Inc.
|
465,045 | $56,944,756 | |
| 6 | LEN |
Lennar Corp /New/
|
508,704 | $44,175,851 | |
| 7 | TPH |
Tri Pointe Homes, Inc.
|
939,550 | $43,905,171 | |
| 8 | MTH |
Meritage Homes CORP
|
559,650 | $34,608,753 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,761,668,895 | 14,978,904 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,589,494,943 | 13,555,304 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,704,512,805 | 12,900,271 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,296,169,943 | 12,290,631 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,253,704,901 | 12,195,573 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,300,033,603 | 11,937,866 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,615,325,943 | 11,254,274 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,174,606,141 | 10,668,539 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,396,297,839 | 11,576,006 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $43,972,749 | 426,010 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $27,748,976 | 374,733 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,859,484 | 229,911 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $14,378,956 | 246,722 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,954,607 | 240,602 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $9,741,711 | 259,779 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,527,398 | 316,109 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $12,513,140 | 298,643 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,988,722 | 262,224 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $13,052,805 | 284,251 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,460,104 | 118,382 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,860,041 | 130,817 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,546,950 | 151,831 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,584,981 | 142,255 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,596,488 | 76,300 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,865,843 | 173,201 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||