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Adds vs. Reduces by Quarter
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PHM —
PulteGroup Inc.
CUSIP: 745867101 · Held by 6 superinvestors · Combined value: $761,490,075
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 10.5% | $648,967,027 | 5,534,428 | REDUCE | -35,400 |
| 2 | Ken Griffin | 0.0% | $84,469,883 | 720,364 | ADD | +184,203 |
| 3 | Ray Dalio | 0.1% | $12,350,879 | 105,329 | REDUCE | -100,756 |
| 4 | Third Avenue Management | 2.1% | $11,806,206 | 100,684 | ADD | +3,918 |
| 5 | Jim Simons | 0.0% | $3,631,190 | 30,967 | NEW BUY | +30,967 |
| 6 | First Eagle Investment Mgmt | 0.0% | $264,890 | 2,259 | REDUCE | -655 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +30,967 | New |
| Ken Griffin | ADD | +184,203 | +34.4% |
| Third Avenue Management | ADD | +3,918 | +4.0% |
| First Eagle Investment Mgmt | REDUCE | -655 | -22.5% |
| Greenhaven Associates | REDUCE | -35,400 | -0.6% |
| Ray Dalio | REDUCE | -100,756 | -48.9% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | ADD | +764 | +35.5% |
| Greenhaven Associates | REDUCE | -10,600 | -0.2% |
| Ken Griffin | REDUCE | -2,170,762 | -80.2% |
| Ray Dalio | REDUCE | -830,280 | -80.1% |
| Third Avenue Management | REDUCE | -165 | -0.2% |
| Jim Simons | SOLD | -120,967 | Exit |
Who Owns PHM? Superinvestor Holdings
PulteGroup Inc. is held by 6 tracked superinvestors, with a combined position value of $761 million . The largest positions are held by Greenhaven Associates (10.5% of portfolio), Ken Griffin (0.0% of portfolio), Ray Dalio (0.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 3 reduced or exited.