Position in TPH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$100,336,412
+$34,327,774 QoQ
Shares Held
2,147,152
+2.4% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TPH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $3,979,758,704 across 20 Residential Construction names. TPH ranks #10 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,274,874 | $998,258,210 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,268,417 | $619,618,522 | |
| 3 | LEN |
Lennar Corp /New/
|
5,752,833 | $499,576,017 | |
| 4 | NVR |
Nvr Inc
|
73,697 | $485,650,708 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,379,639 | $324,749,333 | |
| 6 | IBP |
Installed Building Products, Inc.
|
681,549 | $180,712,716 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
3,012,168 | $175,428,664 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
240,673 | $116,555,526 |
All Filings in TPH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,336,412 | 2,147,152 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $66,008,638 | 2,097,510 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $86,836,422 | 2,556,268 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $83,201,250 | 2,604,108 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $84,215,493 | 2,638,330 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $91,731,381 | 2,529,823 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $112,625,390 | 2,485,663 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $89,729,029 | 2,408,833 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $90,145,377 | 2,331,748 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $79,452,114 | 2,244,410 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $60,151,866 | 2,199,337 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,288,144 | 2,047,722 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,634,934 | 1,920,811 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,177,510 | 1,838,489 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,055,270 | 1,790,554 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,440,430 | 1,804,412 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $38,656,630 | 1,925,131 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $54,983,182 | 1,971,430 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $40,744,369 | 1,938,362 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,159,181 | 2,107,288 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $43,868,674 | 2,154,650 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $34,954,226 | 2,026,332 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $36,135,187 | 1,992,017 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,548,097 | 2,011,443 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,705,260 | 2,132,869 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||