Position in TMHC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$226,697
+$226,697 QoQ
Shares Held
3,160
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 103 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMHC Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Ballentine Partners, LLC holds $4,583,679 across 9 Residential Construction names. TMHC ranks #9 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KBH |
Kb Home
|
17,282 | $1,081,679 | |
| 2 | DHI |
Horton D R Inc /De/
|
5,863 | $954,964 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
4,820 | $661,351 | |
| 4 | LEN |
Lennar Corp /New/
|
4,631 | $419,057 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,358 | $388,479 | |
| 6 | MTH |
Meritage Homes CORP
|
4,468 | $374,641 | |
| 7 | NVR |
Nvr Inc
|
35 | $238,468 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,037 | $238,343 |
All Filings in TMHC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,697 | 3,160 | Shares | Sole | 2026-07-17 | |
| 2025-09-30 | — | 3,036 | Shares | Other | 2025-11-03 | |
| 2024-09-30 | — | 2,872 | Shares | Other | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||