PHM
Pultegroup Inc
4 super-investors hold PHM worth a combined $665M. The largest position: Greenhaven Associates at 10.6% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #181 of 724 scored stocks.
Why super-investors own PHM
PHM ownership within this cohort is effectively a single-fund story: Greenhaven Associates holds 10.6% of its portfolio in the position, accounting for $647M of the $665M combined cohort value. Third Avenue Management and Joel Greenblatt round out the four holders, but at 1.8% and a rounding-error allocation respectively, they are incidental. The cohort count has been flat at two meaningful holders for six consecutive quarters, and 2026Q1 saw zero activity — no additions, trims, or exits across any of the four owners. Interest is neither rising nor fading; it is static, with Greenhaven's high-conviction, largely unchanged stake the dominant signal.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 10.6% | 36q | $647M | 5,497,109 |
| 2 | Third Avenue Management | 1.8% | 5q | $11M | 95,128 |
| 3 | Joel Greenblatt | <0.1% | 38q | $7M | 60,955 |
| 4 | First Eagle Investment Management | 0.0% | 7q | $356K | 3,031 |
Owners of PHM also hold
Long US equity 13F-HR filings only. CUSIP 745867101. Not investment advice.