HSBC HOLDINGS PLC

Position in PHM — Pultegroup Inc/Mi/

CIK 873630 LONDON, X0

Back to PHM Full portfolio

Position in PHM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$83,130,977

+$5,491,146 QoQ

Shares Held

706,836

+6.8% QoQ

Ownership

0.377%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Derivatives in PHM

reported options exposure · as of Dec 31, 2021

CallValue

$1,703,368

CallShares

29,800

PutValue

$948,856

PutShares

16,600

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, 2026

HSBC HOLDINGS PLC holds $281,886,351 across 12 Residential Construction names. PHM ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	706,836	$83,130,977
2	DHI	Horton D R Inc /De/	506,276	$69,471,188
3	NVR	Nvr Inc	9,494	$62,563,844
4	LEN	Lennar Corp /New/	431,986	$37,513,660
5	MTH	Meritage Homes CORP	164,915	$10,198,343
6	IBP	Installed Building Products, Inc.	27,975	$7,417,570
7	TOL	Toll Brothers, Inc.	35,381	$4,828,443
8	TMHC	Taylor Morrison Home Corp	68,524	$3,990,837

All Filings in PHM

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,130,977	706,836	+6.8%	Shares	Defined	2026-04-30
2025-12-31	$77,639,831	662,117	-2.1%	Shares	Other	2026-03-20
2025-09-30	$89,374,575	676,414	-21.7%	Shares	Sole	2025-11-13
2025-06-30	$91,127,454	864,095	-34.6%	Shares	Sole	2025-08-13
2025-03-31	$135,786,047	1,320,876	-4.0%	Shares	Sole	2025-05-14
2024-12-31	$149,882,438	1,376,331	+14.1%	Shares	Sole	2025-02-14
2024-09-30	$173,073,201	1,205,833	-21.2%	Shares	Sole	2024-11-14
2024-06-30	$168,419,744	1,529,698	+19.6%	Shares	Sole	2024-08-12
2024-03-31	$154,244,145	1,278,761	-23.6%	Shares	Sole	2024-05-15
2023-12-31	$172,695,517	1,673,082	-4.3%	Shares	Sole	2024-02-12
2023-09-30	$129,448,206	1,748,119	+63.6%	Shares	Defined	2023-11-13
2023-06-30	$83,003,949	1,068,537	+99.7%	Shares	Sole	2023-08-11
2023-03-31	$31,186,383	535,113	-11.2%	Shares	Sole	2023-05-15
2022-12-31	$27,429,910	602,458	-13.4%	Shares	Sole	2023-02-14
2022-09-30	$26,099,249	695,980	-15.2%	Shares	Defined	2022-11-14
2022-06-30	$32,517,681	820,532	+5.7%	Shares	Sole	2022-08-11
2022-03-31	$32,519,845	776,130	+2504.5%	Shares	Sole	2022-05-16
2021-12-31	$1,703,368	29,800	-96.5%	Call	Defined	2022-02-11
2021-12-31	$48,284,878	844,732	+4988.7%	Shares	Defined	2022-02-11
2021-12-31	$948,856	16,600	-98.3%	Put	Defined	2022-02-11
2021-09-30	$45,436,873	989,479	+5860.7%	Shares	Sole	2021-11-12
2021-09-30	$762,272	16,600	-44.3%	Put	Defined	2021-11-12
2021-09-30	$1,368,416	29,800	-96.6%	Call	Defined	2021-11-12
2021-06-30	$47,718,680	874,449	+2834.4%	Shares	Defined	2021-08-13
2021-06-30	$1,626,186	29,800	+79.5%	Call	Defined	2021-08-13
2021-06-30	$905,862	16,600	0.0%	Put	Defined	2021-08-13
2021-03-31	$870,504	16,600	-98.2%	Put	Defined	2021-05-14
2021-03-31	$47,587,410	907,464	+2945.2%	Shares	Sole	2021-05-14
2021-03-31	$1,562,712	29,800	-95.3%	Call	Defined	2021-05-14
2020-12-31	$27,180,432	630,344	+1060.9%	Shares	Defined	2021-02-25
2020-12-31	$2,341,416	54,300	0.0%	Put	Defined	2021-02-25
2020-09-30	$2,513,547	54,300	-90.2%	Put	Defined	2020-11-12
2020-09-30	$25,524,582	551,406	-40.7%	Shares	Sole	2020-11-12
2020-06-30	$31,635,920	929,648	+859.4%	Shares	Defined	2020-08-14
2020-06-30	$3,297,507	96,900	-80.2%	Put	Defined	2020-08-14
2020-03-31	$10,945,437	490,387	+406.1%	Shares	Defined	2020-05-15
2020-03-31	$2,162,808	96,900	—	Put	Defined	2020-05-15
No filing history on record for this holder in this stock.