Position in PHM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,970,039
+$58,717 QoQ
Shares Held
33,756
+1.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $47,931,736 across 13 Residential Construction names. PHM ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
99,115 | $13,600,559 | |
| 2 | LEN |
Lennar Corp /New/
|
93,615 | $8,129,524 | |
| 3 | IBP |
Installed Building Products, Inc.
|
25,517 | $6,765,831 | |
| 4 | TOL |
Toll Brothers, Inc.
|
46,220 | $6,307,642 | |
| 5 | PHM |
Pultegroup Inc/Mi/
This page
|
33,756 | $3,970,039 | |
| 6 | NVR |
Nvr Inc
|
505 | $3,327,863 | |
| 7 | SKY |
Champion Homes, Inc.
|
19,714 | $1,466,129 | |
| 8 | MHO |
M/I Homes, Inc.
|
11,349 | $1,389,684 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,970,039 | 33,756 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,911,322 | 33,356 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,486,736 | 33,957 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,516,244 | 33,342 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,816,654 | 37,127 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,964,966 | 45,592 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,858,004 | 47,781 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,339,957 | 48,501 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,965,440 | 57,747 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,472,510 | 62,706 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,901,841 | 52,692 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,728,353 | 35,123 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,456,151 | 42,144 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,816,645 | 39,900 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,604,773 | 42,794 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,292,441 | 108,313 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,535,616 | 132,115 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,100,184 | 124,216 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,931,943 | 129,180 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,395,235 | 62,218 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,551,623 | 48,658 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,113,831 | 25,831 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,393,142 | 30,096 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $957,398 | 28,134 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $898,178 | 40,241 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||