MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in PHM — Pultegroup Inc/Mi/

CIK 912938 Boston, MA

Position in PHM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$250,295,735

-$14,075,430 QoQ

Shares Held

1,824,180

-18.8% QoQ

Ownership

0.973%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#22

of 1,041 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 84% Shared 15% None 0%

Consumer Cyclical · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $343,910,128 across 4 Residential Construction names. PHM ranks #1 (72.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/ This page	1,824,180	$250,295,735
2	MHO	M/I Homes, Inc.	284,506	$45,745,719
3	MTH	Meritage Homes CORP	305,797	$25,641,078
4	IBP	Installed Building Products, Inc.	96,709	$22,227,596

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,295,735	1,824,180	-18.8%	Shares	Defined	2026-08-03
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.