Position in PHM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,605,975
+$1,052,431 QoQ
Shares Held
48,145
+2.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#225
of 1,033 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $20,171,882 across 8 Residential Construction names. PHM ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
This page
|
48,145 | $6,605,975 | |
| 2 | DHI |
Horton D R Inc /De/
|
39,132 | $6,373,820 | |
| 3 | TOL |
Toll Brothers, Inc.
|
20,224 | $3,331,904 | |
| 4 | LEN |
Lennar Corp /New/
|
30,556 | $2,753,254 | |
| 5 | NVR |
Nvr Inc
|
59 | $401,990 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
5,018 | $401,640 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
349 | $214,418 | |
| 8 | MTH |
Meritage Homes CORP
|
1,060 | $88,881 |
All Filings in PHM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,605,975 | 48,145 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,553,544 | 47,220 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,432,545 | 37,801 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,359,365 | 32,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,476,277 | 32,963 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,320,440 | 32,300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,719,697 | 34,157 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,914,180 | 34,238 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,757,382 | 34,127 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,289,186 | 27,269 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,761,444 | 26,753 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,835,995 | 24,794 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $337,908 | 4,350 | Shares | Sole | 2023-08-11 | |
| 2020-12-31 | $871,455 | 20,210 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,177,293 | 25,433 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||