Distillate Capital Partners LLC PHM — PULTE GROUP INC

Ownership history in Distillate Capital Partners LLC  ·  9 quarters on record

AI Ownership Summary

Distillate Capital Partners LLC reported PULTE GROUP INC (PHM) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.57% in 2024 Q1. The latest visible filing shows PHM at 0.87% 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 Distillate Capital Partners LLC's position in PULTE GROUP 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
2025 Q4

PHM was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Distillate Capital Partners LLC fund profile Distillate Capital Partners LLC full holdings
How Distillate Capital Partners LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 143,726 -1,925 -1.3% 0.87% $16.9M 2026-02-14 (Est.) $142.26
2025 Q3 REDUCED — — — 145,651 -2,073 -1.4% 1.00% $19.3M 2025-11-14 $117.88
2025 Q2 REDUCED — — — 147,724 -7,590 -4.9% 0.83% $15.6M 2025-08-13 $129.21
2025 Q1 REDUCED 7.6% +2.8% ❌ 155,314 -12,821 -7.6% 0.82% $16.0M 2025-05-13 $105.60
2024 Q4 REDUCED 35.2% -5.4% ✅ 168,135 -91,207 -35.2% 0.90% $18.3M 2025-02-13 $105.63
2024 Q3 ADDED — — — 259,342 +113,490 +77.8% 1.86% $37.2M 2024-11-13 $125.96
2024 Q2 ADDED — — — 145,852 +145,725 +114744.1% 0.85% $16.1M 2024-08-14 $120.25
2024 Q1 REDUCED 48.0% -11.8% ✅ 127 -117 -48.0% 2.57% $15K 2024-05-15 $120.23
1 older quarter 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% Dorato Capital Management 2.0% Argyle Capital Management, LLC 3Y 7Y 1.53% Seascape Capital Management 3Y 7Y 1.47% Financial Strategies Group, Inc. 3Y 1.46% Hudson Capital Management LLC 3Y 7Y 1.44% Kinsale Capital Group, Inc. 3Y 1.37% SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 1.36%

FAQ About Distillate Capital Partners LLC and PHM

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

How long has Distillate Capital Partners LLC reported owning PHM?

Distillate Capital Partners LLC reported PHM across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PHM position in Distillate Capital Partners LLC's portfolio?

The largest reported portfolio weight for PHM was 2.57% in 2024 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2025 Q4, when Distillate Capital Partners LLC reported 143,726 shares, equal to 0.87% of portfolio, with an estimated market value of $16.9M.

What does the chart on this PHM ownership page compare?

The chart compares Distillate Capital Partners LLC'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 Distillate Capital Partners LLC time their PHM position?

Based on 13F filing dates vs. subsequent PHM price moves, Distillate Capital Partners LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on PHM relative to SPY over the holding period was -5.8%.

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