Position in PHM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$65,882,650
+$8,603,486 QoQ
Shares Held
560,179
+14.7% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$102,800
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $350,260,678 across 16 Residential Construction names. PHM ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
518,135 | $70,709,882 | |
| 2 | DHI |
Horton D R Inc /De/
|
495,782 | $68,031,204 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
560,179 | $65,882,650 | |
| 4 | IBP |
Installed Building Products, Inc.
|
164,527 | $43,624,332 | |
| 5 | LEN |
Lennar Corp /New/
|
357,490 | $31,044,430 | |
| 6 | NVR |
Nvr Inc
|
2,255 | $14,860,066 | |
| 7 | KBH |
Kb Home
|
173,529 | $8,980,125 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
18,287 | $8,856,210 |
All Filings in PHM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,882,650 | 560,179 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $57,279,164 | 488,480 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $59,733,857 | 452,084 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $46,422,962 | 440,195 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $102,800 | 1,000 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $49,991,844 | 486,302 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,469,337 | 555,274 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $108,900 | 1,000 | Put | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||