Position in PHM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$104,828
+$21,796 QoQ
Shares Held
764
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#806
of 1,032 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $4,224,485 across 18 Residential Construction names. PHM ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
23,453 | $2,121,714 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,718 | $931,347 | |
| 3 | NVR |
Nvr Inc
|
108 | $735,847 | |
| 4 | TOL |
Toll Brothers, Inc.
|
643 | $105,934 | |
| 5 | PHM |
Pultegroup Inc/Mi/
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|
764 | $104,828 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
840 | $67,233 | |
| 7 | KBH |
Kb Home
|
613 | $38,367 | |
| 8 | MTH |
Meritage Homes CORP
|
397 | $33,288 |
All Filings in PHM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,828 | 764 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $83,032 | 706 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $69,652 | 594 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $79,013 | 598 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $61,905 | 587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,259 | 664 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $69,804 | 641 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $86,835 | 605 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $31,158 | 283 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,174 | 217 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $19,818 | 192 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||