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BERKSHIRE ASSET MANAGEMENT LLC/PA

Position in PHM — Pultegroup Inc/Mi/

CIK 949012 WILKES BARRE, PA

Position in PHM

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$18,104,996
+$2,232,704 QoQ
Shares Held
131,951
-2.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#129
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

BERKSHIRE ASSET MANAGEMENT LLC/PA holds $46,833,851 across 2 Residential Construction names. PHM ranks #2 (38.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 PHM
Pultegroup Inc/Mi/
This page
131,951 $18,104,996

All Filings in PHM

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,104,996 131,951
2026-03-31 $15,872,292 134,957
2025-12-31 $15,947,594 136,002
2025-09-30 $18,273,579 138,300
2025-06-30 $15,056,840 142,773
2025-03-31 $14,701,325 143,009
2024-12-31 $15,848,108 145,529
2024-09-30 $21,698,147 151,175
2024-06-30 $16,644,367 151,175
2024-03-31 $18,366,566 152,268
2023-12-31 $20,498,666 198,592
2023-09-30 $15,161,663 204,749
2023-06-30 $16,223,623 208,852
2023-03-31 $12,274,059 210,605
2022-12-31 $9,652,405 212,001
2022-09-30 $7,977,525 212,734
2022-06-30 $8,540,027 215,494
2022-03-31 $9,174,717 218,967
2021-12-31 $12,725,359 222,627
2021-09-30 $10,584,789 230,505
2021-06-30 $12,635,901 231,554
2021-03-31 $11,943,105 227,748
2020-12-31 $10,128,672 234,895
2020-09-30 $9,934,158 214,607
2020-06-30 $7,355,550 216,149
2020-03-31 $5,467,641 244,966