Position in TPH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$23,872,300
-$35,345,962 QoQ
Shares Held
510,856
-72.9% QoQ
Ownership
0.600%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in TPH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026GW&K Investment Management, LLC holds $184,901,478 across 11 Residential Construction names. TPH ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
163,284 | $79,076,808 | |
| 2 | SKY |
Champion Homes, Inc.
|
546,936 | $40,675,629 | |
| 3 | TPH |
Tri Pointe Homes, Inc.
This page
|
510,856 | $23,872,300 | |
| 4 | GRBK |
Green Brick Partners, Inc.
|
308,945 | $19,911,505 | |
| 5 | HOV |
Hovnanian Enterprises Inc
|
107,148 | $11,883,784 | |
| 6 | LEGH |
Legacy Housing Corp
|
459,780 | $9,393,305 | |
| 7 | DHI |
Horton D R Inc /De/
|
204 | $27,992 | |
| 8 | TOL |
Toll Brothers, Inc.
|
182 | $24,837 |
All Filings in TPH
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,872,300 | 510,856 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $59,218,262 | 1,881,737 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $66,949,196 | 1,970,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,896,993 | 1,968,607 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $64,175,957 | 2,010,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $73,850,342 | 2,036,689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $87,652,285 | 1,934,502 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,534,433 | 1,437,166 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $53,689,306 | 1,388,756 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,388,759 | 688,948 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||