Balyasny Asset Management’s Pultegroup PHM Stock Holding History

Balyasny Asset Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70,500	Closed	-$9.32M	–	3463
2025 Q3	$9.32M	Buy	70,500 +30,000	+74%	+$3.73M	0.01%	1091
2025 Q2	$4.27M	Sell	40,500 -44,400	-52%	-$4.47M	0.01%	1366
2025 Q1	$8.73M	Sell	84,900 -10,100	-11%	-$1.09M	0.01%	993
2024 Q4	$10.3M	Hold	95,000	–	–	0.02%	941
2024 Q3	$13.6M	Hold	95,000	–	–	0.02%	800
2024 Q2	$10.5M	Sell	95,000 -3,500	-4%	-$397K	0.02%	864
2024 Q1	$11.9M	Hold	98,500	–	–	0.02%	846
2023 Q4	$10.2M	Sell	98,500 -95,000	-49%	-$8.07M	0.02%	857
2023 Q3	$14.3M	Buy	193,500 +93,500	+94%	+$7.45M	0.03%	709
2023 Q2	$7.77M	Buy	+100,000	New	+$6.78M	0.02%	890

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Balyasny Asset Management's PHM Position: Q1 2026 in Review

Balyasny Asset Management increased its Pultegroup (PHM) stake by 20,938% in Q1 2026, buying an estimated $78.2M and bringing the position to 613,670 shares worth $72.2M. The position accounts for 0.09% of the portfolio, ranked #245.

Balyasny Asset Management first reported a position in PHM in Q2 2013 and has held it in 37 quarters since. The position peaked at $238M in Q4 2022. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Balyasny Asset Management held 613,670 shares of Pultegroup worth $72.2M as of Q1 2026.
Balyasny Asset Management bought 610,753 Pultegroup shares in Q1 2026, an estimated $78.2M.
Pultegroup made up 0.09% of Balyasny Asset Management's portfolio in Q1 2026, its #245 holding.
Balyasny Asset Management first reported a position in Pultegroup in Q2 2013 and has held it in 37 quarters since.
Balyasny Asset Management's Pultegroup position peaked at $238M in Q4 2022.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.