Grantham, Mayo, Van Otterloo & Co. LLC
Position in TPH — Tri Pointe Homes, Inc.
CIK 1352662
Boston, MA
Position in TPH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$23,342,055
+$20,824,078 QoQ
Shares Held
499,509
+524.3% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.06%
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, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $119,754,429 across 8 Residential Construction names. TPH ranks #4 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
230,852 | $31,677,511 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
247,631 | $29,123,881 | |
| 3 | LEN |
Lennar Corp /New/
|
282,555 | $24,537,076 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
This page
|
499,509 | $23,342,055 | |
| 5 | KBH |
Kb Home
|
100,500 | $5,200,875 | |
| 6 | MTH |
Meritage Homes CORP
|
44,933 | $2,778,656 | |
| 7 | TOL |
Toll Brothers, Inc.
|
12,433 | $1,696,731 | |
| 8 | MHO |
M/I Homes, Inc.
|
11,414 | $1,397,644 |
All Filings in TPH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,342,055 | 499,509 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,517,977 | 80,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,596,429 | 76,433 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,047,100 | 64,072 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,166,825 | 67,883 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,199,444 | 33,079 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,652,455 | 36,470 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,382,682 | 37,119 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,223,375 | 57,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,342,503 | 94,421 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,867,946 | 141,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,654,840 | 202,521 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,127,831 | 202,521 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,846,803 | 260,721 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,669,720 | 441,411 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $14,375,112 | 852,111 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $15,161,303 | 755,045 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,034,837 | 718,352 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,331,483 | 729,376 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,488,446 | 722,746 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,643,524 | 768,346 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,342,324 | 425,642 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,468,643 | 246,342 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,343,758 | 431,842 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,326,829 | 379,342 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||