Clark Capital Management Group, Inc. PHM — PULTE HOMES INC.

Ownership history in Clark Capital Management Group, Inc.  ·  26 quarters on record

AI Ownership Summary

Clark Capital Management Group, Inc. reported PULTE HOMES INC. (PHM) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2023 Q4. The latest visible filing shows PHM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark Capital Management Group, Inc.'s position in PULTE HOMES INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PHM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PHM stock page Clark Capital Management Group, Inc. fund profile Clark Capital Management Group, Inc. full holdings
How Clark Capital Management Group, Inc. held PHM — position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,258 +103 +4.8% 0.00% $266K 2026-05-15 $110.11
2025 Q4 REDUCED 99.7% +0.5% ❌ 2,155 -642,887 -99.7% 0.00% $253K 2026-02-17 $141.28
2025 Q3 ADDED — — — 645,042 +9,532 +1.5% 0.53% $85.2M 2025-11-14 $117.88
2025 Q2 ADDED — — — 635,510 +11,362 +1.8% 0.46% $67.0M 2025-08-14 $127.80
2025 Q1 REDUCED 18.5% +2.8% ❌ 624,148 -142,113 -18.5% 0.46% $64.2M 2025-05-15 $101.95
2024 Q4 ADDED — — — 766,261 +3,034 +0.4% 0.58% $83.4M 2025-02-14 $106.35
2024 Q3 ADDED — — — 763,227 +51,748 +7.3% 0.75% $109.5M 2024-11-14 $127.90
2024 Q2 ADDED — — — 711,479 +9,609 +1.4% 0.58% $78.3M 2024-08-14 $120.25
2024 Q1 REDUCED 25.5% -11.8% ✅ 701,870 -240,310 -25.5% 0.63% $84.7M 2024-05-15 $120.23
2023 Q4 REDUCED 7.0% +14.9% ❌ 942,180 -70,462 -7.0% 0.80% $97.3M 2024-02-14 $102.08
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PHM

As of 2026 Q1 — sorted by position size

GREENHAVEN ASSOCIATES INC 3Y 7Y 10.65% JACKSON HILL ADVISORS, LLC 3Y 7.72% WINSLOW ASSET MANAGEMENT INC 3Y 7Y 4.99% CLOUGH CAPITAL PARTNERS L P 3Y 7Y 3.6% Dorato Capital Management 2.0% Cumberland Partners Ltd 3Y 7Y 1.91% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.82% Bayhunt Capital LLC 1.68% Argyle Capital Management, LLC 3Y 7Y 1.53% Seascape Capital Management 3Y 7Y 1.47%

FAQ About Clark Capital Management Group, Inc. and PHM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clark Capital Management Group, Inc. reported owning PHM?

Clark Capital Management Group, Inc. reported PHM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PHM position in Clark Capital Management Group, Inc.'s portfolio?

The largest reported portfolio weight for PHM was 0.80% in 2023 Q4.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q1, when Clark Capital Management Group, Inc. reported 2,258 shares, equal to 0.00% of portfolio, with an estimated market value of $266K.

What does the chart on this PHM ownership page compare?

The chart compares Clark Capital Management Group, Inc.'s quarterly PHM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clark Capital Management Group, Inc. time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, Clark Capital Management Group, Inc. correctly timed 13 out of 25 reported position changes (52%). The annualised alpha on PHM relative to SPY over the holding period was +5.3%.

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