PINNACLE ASSOCIATES LTD

Position in PHM — Pultegroup Inc/Mi/

CIK 743127 NEW YORK, NY

Position in PHM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,323,088

+$632,289 QoQ

Shares Held

24,219

+5.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#294

of 1,035 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Consumer Cyclical · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $7,902,741 across 4 Residential Construction names. PHM ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	24,219	$3,323,088
2	LEN	Lennar Corp /New/	35,246	$3,189,410
3	TOL	Toll Brothers, Inc.	5,173	$852,251
4	DHI	Horton D R Inc /De/	3,303	$537,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,323,088	24,219	+5.9%	Shares	Sole	2026-08-03
2026-03-31	$2,690,799	22,879	+5.6%	Shares	Sole	2026-04-22
2025-12-31	$2,539,734	21,659	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$2,868,145	21,707	+7.2%	Shares	Sole	2025-11-13
2025-06-30	$2,136,092	20,255	+4.9%	Shares	Sole	2025-08-04
2025-03-31	$1,985,170	19,311	+10.5%	Shares	Sole	2025-05-06
2024-12-31	$1,903,680	17,481	+111.0%	Shares	Sole	2025-02-14
2024-09-30	$1,189,146	8,285	-24.2%	Shares	Sole	2024-10-25
2024-06-30	$1,202,622	10,923	+33.0%	Shares	Sole	2024-07-30
2024-03-31	$990,290	8,210	-0.9%	Shares	Sole	2024-04-26
2023-12-31	$855,177	8,285	-1.6%	Shares	Sole	2024-01-19
2023-09-30	$623,426	8,419	-9.4%	Shares	Sole	2023-10-24
2023-06-30	$722,190	9,297	-2.1%	Shares	Sole	2023-07-27
2023-03-31	$553,368	9,495	-11.8%	Shares	Sole	2023-05-05
2022-12-31	$490,175	10,766	-10.8%	Shares	Sole	2023-02-01
2022-09-30	$452,400	12,064	-4.8%	Shares	Sole	2022-11-01
2022-06-30	$502,112	12,670	-4.7%	Shares	Sole	2022-08-02
2022-03-31	$556,809	13,289	-14.9%	Shares	Sole	2022-05-05
2021-12-31	$892,096	15,607	-9.5%	Shares	Sole	2022-02-02
2021-09-30	$791,890	17,245	-10.1%	Shares	Sole	2021-10-19
2021-06-30	$1,046,707	19,181	-6.6%	Shares	Sole	2021-08-02
2021-03-31	$1,076,435	20,527	-7.0%	Shares	Sole	2021-05-12
2020-12-31	$951,529	22,067	-5.7%	Shares	Sole	2021-01-26
2020-09-30	$1,083,741	23,412	-17.1%	Shares	Sole	2020-10-23
2020-06-30	$961,585	28,257	+5.3%	Shares	Sole	2020-08-14
2020-03-31	$598,778	26,827	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.