GREENHAVEN ASSOCIATES INC: PULTEGROUP INC. (PHM) (PHM): Quarterly 13F Position History
As of Q2 2026, GREENHAVEN ASSOCIATES INC reported 5,455,949 shares of PULTEGROUP INC. (PHM) (PHM), worth $748.6M and representing 8.6% of its 13F equity book. Quarter-over-quarter share count change: 41,160 (-0.7%) . The position first appeared in Q2 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 5,455,949Shares Held (Latest Filing)
- $748.6MReported Market Value (Latest Filing)
- 8.6%Portfolio Weight (% of 13F Equity Book)
- 41,160Quarter-over-Quarter Share Change
- +$102.1MQuarter-over-Quarter Value Change
- 6,987,595Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,455,949 | 41,160 | -0.7% | $748.6M | 8.6% | $137.2 |
| Q1 2026 | 5,497,109 | 37,319 | -0.7% | $646.5M | 10.6% | $117.6 |
| Q4 2025 | 5,534,428 | 35,400 | -0.6% | $649.0M | 10.5% | $117.3 |
| Q3 2025 | 5,569,828 | 10,600 | -0.2% | $735.9M | 11.2% | $132.1 |
| Q2 2025 | 5,580,428 | 6,900 | -0.1% | $588.5M | 8.8% | $105.5 |
| Q1 2025 | 5,587,328 | +3,100 | +0.1% | $574.4M | 9.1% | $102.8 |
| Q4 2024 | 5,584,228 | 8,951 | -0.2% | $608.1M | 9.0% | $108.9 |
| Q3 2024 | 5,593,179 | +16,871 | +0.3% | $802.8M | 9.4% | $143.5 |
| Q2 2024 | 5,576,308 | 94,510 | -1.7% | $614.0M | 8.1% | $110.1 |
| Q1 2024 | 5,670,818 | 55,550 | -1.0% | $684.0M | 6.3% | $120.6 |
| Q4 2023 | 5,726,368 | +24,350 | +0.4% | $591.1M | 6.3% | $103.2 |
| Q3 2023 | 5,702,018 | 81,332 | -1.4% | $422.2M | 5.5% | $74.0 |
| Q2 2023 | 5,783,350 | +144,960 | +2.6% | $449.3M | 6.0% | $77.7 |
| Q1 2023 | 5,638,390 | +14,400 | +0.3% | $328.6M | 5.1% | $58.3 |
| Q4 2022 | 5,623,990 | +318,680 | +6.0% | $256.1M | 4.5% | $45.5 |
| Q3 2022 | 5,305,310 | +1,062,570 | +25.0% | $198.9M | 4.2% | $37.5 |
| Q2 2022 | 4,242,740 | +4,242,740 | — | $168.1M | 3.6% | $39.6 |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 1,008,744 | -100.0% | $0 | 0.0% | — |
| Q1 2021 | 1,008,744 | 900,396 | -47.2% | $52.9M | 1.2% | $52.4 |
| Q4 2020 | 1,909,140 | 136,815 | -6.7% | $82.3M | 1.6% | $43.1 |
| Q3 2020 | 2,045,955 | 3,204,291 | -61.0% | $94.7M | 2.1% | $46.3 |
| Q2 2020 | 5,250,246 | +1,911,503 | +57.3% | $178.7M | 4.0% | $34.0 |
| Q1 2020 | 3,338,743 | +1,801,254 | +117.2% | $74.5M | 2.8% | $22.3 |
| Q4 2019 | 1,537,489 | 2,125,205 | -58.0% | $59.7M | 1.3% | $38.8 |
| Q3 2019 | 3,662,694 | 1,870,015 | -33.8% | $133.9M | 2.7% | $36.5 |
| Q2 2019 | 5,532,709 | 1,305,686 | -19.1% | $174.9M | 3.1% | $31.6 |
| Q1 2019 | 6,838,395 | 58,500 | -0.8% | $191.2M | 3.4% | $28.0 |
| Q4 2018 | 6,896,895 | 89,000 | -1.3% | $179.3M | 3.5% | $26.0 |
| Q3 2018 | 6,985,895 | 1,700 | -0.0% | $173.0M | 2.7% | $24.8 |
| Q2 2018 | 6,987,595 | +464,700 | +7.1% | $200.9M | 3.0% | $28.7 |
| Q1 2018 | 6,522,895 | +773,494 | +13.5% | $192.4M | 3.0% | $29.5 |
| Q4 2017 | 5,749,401 | +14,853 | +0.3% | $191.2M | 2.9% | $33.3 |
| Q3 2017 | 5,734,548 | 20,717 | -0.4% | $156.7M | 2.4% | $27.3 |
| Q2 2017 | 5,755,265 | +5,000 | +0.1% | $141.2M | 2.1% | $24.5 |
| Q1 2017 | 5,750,265 | +32,000 | +0.6% | $135.4M | 2.1% | $23.6 |
| Q4 2016 | 5,718,265 | +166,400 | +3.0% | $105.1M | 1.8% | $18.4 |
| Q3 2016 | 5,551,865 | +800,784 | +16.9% | $111.3M | 2.1% | $20.0 |
| Q2 2016 | 4,751,081 | — | — | $92.6M | 1.8% | $19.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did GREENHAVEN ASSOCIATES INC first disclose a PHM position in 13F-HR filings?
GREENHAVEN ASSOCIATES INC first reported PULTEGROUP INC. (PHM) (PHM) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was GREENHAVEN ASSOCIATES INC's most recent quarter-over-quarter share-count change in PHM?
Between Q1 2026 and Q2 2026, GREENHAVEN ASSOCIATES INC reduced its PHM position by 41,160 shares (-0.7%), leaving 5,455,949 shares at a market value of $748.6M.
Does the implied price-per-share represent GREENHAVEN ASSOCIATES INC's cost basis in PHM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.