SEIZERT CAPITAL PARTNERS, LLC PHM — PULTE HOMES INC COM COM

Ownership history in SEIZERT CAPITAL PARTNERS, LLC  ·  2 quarters on record

AI Ownership Summary

SEIZERT CAPITAL PARTNERS, LLC reported PULTE HOMES INC COM COM (PHM) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.36% in 2026 Q1. The latest visible filing shows PHM at 1.36% 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 SEIZERT CAPITAL PARTNERS, LLC's position in PULTE HOMES INC COM COM, 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 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 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 SEIZERT CAPITAL PARTNERS, LLC fund profile SEIZERT CAPITAL PARTNERS, LLC full holdings
How SEIZERT 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 252,163 +249,163 +8305.4% 1.36% $29.7M 2026-05-07 $116.82
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% 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 SEIZERT 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 SEIZERT CAPITAL PARTNERS, LLC reported owning PHM?

SEIZERT CAPITAL PARTNERS, LLC reported PHM across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PHM position in SEIZERT CAPITAL PARTNERS, LLC's portfolio?

The largest reported portfolio weight for PHM was 1.36% in 2026 Q1.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2026 Q1, when SEIZERT CAPITAL PARTNERS, LLC reported 252,163 shares, equal to 1.36% of portfolio, with an estimated market value of $29.7M.

What does the chart on this PHM ownership page compare?

The chart compares SEIZERT 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.

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