Position in PHM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$213,220,105
+$22,256,922 QoQ
Shares Held
1,812,942
+11.3% QoQ
Ownership
0.967%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 82%
None 18%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Derivatives in PHM
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$1,413,164
PutShares
13,400
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, 2026AMERIPRISE FINANCIAL INC holds $731,782,084 across 18 Residential Construction names. PHM ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
1,812,942 | $213,220,105 | |
| 2 | DHI |
Horton D R Inc /De/
|
882,370 | $121,078,808 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
139,848 | $67,726,987 | |
| 4 | IBP |
Installed Building Products, Inc.
|
250,438 | $66,403,634 | |
| 5 | NVR |
Nvr Inc
|
7,628 | $50,267,223 | |
| 6 | SKY |
Champion Homes, Inc.
|
608,701 | $45,269,092 | |
| 7 | MTH |
Meritage Homes CORP
|
604,069 | $37,355,626 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
452,395 | $26,347,483 |
All Filings in PHM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,220,105 | 1,812,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $190,963,183 | 1,628,545 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $197,660,663 | 1,495,956 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,413,164 | 13,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $260,468,268 | 2,469,830 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $264,198,260 | 2,570,022 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $250,263,632 | 2,298,105 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $407,294,790 | 2,837,698 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $238,562,036 | 2,166,776 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $270,473,822 | 2,242,363 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $205,154,805 | 1,987,549 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $141,084,131 | 1,905,255 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $172,847,786 | 2,225,126 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $187,928,870 | 3,224,586 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $178,211,883 | 3,914,164 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $150,251,811 | 4,006,715 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $164,607,045 | 4,153,597 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $185,634,679 | 4,430,422 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $266,788,238 | 4,667,394 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $187,113,987 | 4,074,782 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $238,957,827 | 4,378,923 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $229,157,974 | 4,369,908 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $185,278,617 | 4,296,814 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $188,616,890 | 4,074,679 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $164,352,136 | 4,829,625 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $46,540,657 | 2,085,155 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||