MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in PHM — Pultegroup Inc/Mi/

CIK 912938 Boston, MA

Position in PHM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$264,371,165

-$10,042,795 QoQ

Shares Held

2,247,863

-3.9% QoQ

Ownership

1.20%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 88% Shared 12% None 0%

Consumer Cyclical · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $319,793,941 across 3 Residential Construction names. PHM ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	2,247,863	$264,371,165
2	MHO	M/I Homes, Inc.	242,953	$29,749,594
3	TMHC	Taylor Morrison Home Corp	440,817	$25,673,182

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$264,371,165	2,247,863	-3.9%	Shares	Defined	2026-05-14
2025-12-31	$274,413,960	2,340,218	-2.1%	Shares	Sole	2026-01-22
2025-09-30	$315,883,321	2,390,701	+31065.4%	Shares	Sole	2025-10-29
2021-12-31	$438,474	7,671	-30.3%	Shares	Sole	2022-02-10
2021-09-30	$505,349	11,005	-85.7%	Shares	Sole	2021-11-10
2021-06-30	$4,201,835	76,999	-5.0%	Shares	Sole	2021-08-13
2021-03-31	$4,251,572	81,075	-13.7%	Shares	Sole	2021-05-13
2020-12-31	$4,051,727	93,964	-1.5%	Shares	Sole	2021-05-12
2020-09-30	$4,414,120	95,358	+990.9%	Shares	Sole	2020-11-12
2020-06-30	$297,456	8,741	-87.6%	Shares	Sole	2020-11-20
2020-03-31	$1,572,533	70,454	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.