Position in TPH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,988,922
+$560,405 QoQ
Shares Held
42,562
-6.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 347 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in TPH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $27,119,396 across 20 Residential Construction names. TPH ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
59,021 | $8,054,595 | |
| 2 | DHI |
Horton D R Inc /De/
|
40,426 | $5,547,255 | |
| 3 | LEN |
Lennar Corp /New/
|
63,359 | $5,502,095 | |
| 4 | TPH |
Tri Pointe Homes, Inc.
This page
|
42,562 | $1,988,922 | |
| 5 | TMHC |
Taylor Morrison Home Corp
|
27,997 | $1,630,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
12,273 | $1,443,427 | |
| 7 | MHO |
M/I Homes, Inc.
|
3,532 | $432,493 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,225 | $401,201 |
All Filings in TPH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,988,922 | 42,562 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,428,517 | 45,393 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,773,166 | 52,198 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,566,093 | 49,017 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $121,200 | 3,797 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $82,056 | 2,263 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $140,098 | 3,092 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $82,695 | 2,220 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $50,258 | 1,300 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $52,108 | 1,472 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $39,028 | 1,427 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $50,604 | 1,540 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $32,358 | 1,278 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $22,902 | 1,232 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,077 | 1,064 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $22,504 | 1,334 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,128 | 106 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $529 | 19 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||