Position in PHM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,430,895
+$3,133,346 QoQ
Shares Held
46,869
+67.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 1,032 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $54,172,826 across 17 Residential Construction names. PHM ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
195,006 | $31,762,577 | |
| 2 | PHM |
Pultegroup Inc/Mi/
This page
|
46,869 | $6,430,895 | |
| 3 | TOL |
Toll Brothers, Inc.
|
28,848 | $4,752,707 | |
| 4 | LEN |
Lennar Corp /New/
|
50,666 | $4,581,870 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
6,724 | $4,131,090 | |
| 6 | NVR |
Nvr Inc
|
130 | $885,741 | |
| 7 | GRBK |
Green Brick Partners, Inc.
|
6,829 | $546,593 | |
| 8 | SKY |
Champion Homes, Inc.
|
4,423 | $389,754 |
All Filings in PHM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,430,895 | 46,869 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,297,549 | 28,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $736,392 | 6,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $781,681 | 5,916 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $574,651 | 5,449 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $508,140 | 4,943 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $645,123 | 5,924 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $610,289 | 4,252 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $120,229 | 1,092 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $2,331 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,463 | 120 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,500 | 120 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,755 | 120 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,028 | 120 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,148 | 300 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $6,083 | 116 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,147 | 73 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||