Position in PHM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,426,558
-$168,005 QoQ
Shares Held
80,151
-2.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.148931391997603.ToString("F0")%
Shared 0.ToString("F0")%
None 86.8510686080024.ToString("F0")%
Common Shares in PHM Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $67,435,199 across 8 Residential Construction names. PHM ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
205,969 | $28,263,064 | |
| 2 | LEN |
Lennar Corp /New/
|
266,506 | $23,143,379 | |
| 3 | PHM |
Pultegroup Inc/Mi/
This page
|
80,151 | $9,426,558 | |
| 4 | TOL |
Toll Brothers, Inc.
|
15,936 | $2,174,785 | |
| 5 | CVCO |
Cavco Industries, Inc.
|
3,318 | $1,606,873 | |
| 6 | IBP |
Installed Building Products, Inc.
|
4,666 | $1,237,189 | |
| 7 | NVR |
Nvr Inc
|
163 | $1,074,141 | |
| 8 | SKY |
Champion Homes, Inc.
|
6,847 | $509,210 |
All Filings in PHM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,426,558 | 80,151 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $9,594,563 | 81,823 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,645,185 | 80,566 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $8,069,692 | 76,519 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,622,375 | 64,420 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $12,585,898 | 115,573 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $13,163,136 | 91,710 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $35,906,141 | 326,123 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $36,644,234 | 303,799 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $19,737,623 | 191,219 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,061,566 | 54,849 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,398,085 | 56,618 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,382,920 | 58,046 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,156,684 | 69,332 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,992,461 | 79,799 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $4,402,019 | 111,078 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $3,670,313 | 87,597 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $5,379,669 | 94,116 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,803,183 | 126,376 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $7,310,578 | 133,967 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,815,971 | 149,046 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,723,355 | 155,922 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $7,656,550 | 165,404 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $5,839,545 | 171,600 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $5,143,597 | 230,448 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||