PHM β€” PULTE GROUP INC

Ownership history in SHAYNE & JACOBS, LLC  Β·  10 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported PULTE GROUP INC (PHM) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.41% in 2023 Q4. The latest visible filing shows PHM at 1.14% 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.

What this PHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAYNE & JACOBS, 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 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% 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 Q3 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.

How SHAYNE & JACOBS, LLC held PHM β€” position size vs. price
% of Fund (quarterly)    PHM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 32,192 β€” 0% 1.14% $3.8M 2026-02-14 (Est.) $142.26
2025 Q3 UNCHANGED 32,192 β€” 0% 1.32% $4.3M 2025-11-05 $118.96
2025 Q2 UNCHANGED 32,192 β€” 0% 1.12% $3.4M 2025-07-24 $115.36
2025 Q1 ADDED 32,192 +1,385 +4.5% 0.81% $3.3M 2025-05-02 $103.63
2024 Q4 REDUCED 30,807 -1,730 -5.3% 0.88% $3.4M 2025-02-05 $110.21
2024 Q3 REDUCED 32,537 -1,574 -4.6% 1.17% $4.7M 2024-10-23 $131.58
2024 Q2 REDUCED 34,111 -2,430 -6.7% 1.04% $3.8M 2024-07-19 $123.10
2024 Q1 REDUCED 36,541 -7,428 -16.9% 1.20% $4.4M 2024-05-08 $114.05
2023 Q4 REDUCED 43,969 -750 -1.7% 1.41% $4.5M 2024-02-07 $101.28
2023 Q3 INITIATED 44,719 β€” β€” 1.10% $3.3M 2023-11-08 $80.16

FAQ About SHAYNE & JACOBS, 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 SHAYNE & JACOBS, LLC reported owning PHM?

SHAYNE & JACOBS, LLC reported PHM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported PHM position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for PHM was 1.41% in 2023 Q4.

What is the latest reported PHM position on this page?

The most recent filing on this page is 2025 Q4, when SHAYNE & JACOBS, LLC reported 32,192 shares, equal to 1.14% of portfolio, with an estimated market value of $3.8M.

What does the chart on this PHM ownership page compare?

The chart compares SHAYNE & JACOBS, 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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