Summit Financial, LLC

Position in TPH — Tri Pointe Homes, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in TPH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,748,584

New position

Shares Held

123,017

first reported quarter

Ownership

0.144%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Mar 31, 2026

Summit Financial, LLC holds $7,811,976 across 6 Residential Construction names. TPH ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TPH	Tri Pointe Homes, Inc. This page	123,017	$5,748,584
2	KBH	Kb Home	18,959	$981,128
3	TOL	Toll Brothers, Inc.	2,672	$364,647
4	DHI	Horton D R Inc /De/	1,923	$263,874
5	LEN	Lennar Corp /New/	2,813	$244,280
6	PHM	Pultegroup Inc/Mi/	1,781	$209,463

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,748,584	123,017	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.