Shellback Capital’s Pultegroup PHM Stock Holding History

Shellback Capital’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	-80,000	Closed	-$10.6M	–	114
2025 Q3	$10.6M	Buy	80,000 +55,000	+220%	+$6.83M	0.67%	52
2025 Q2	$2.64M	Buy	+25,000	New	+$2.52M	0.18%	86

Other funds holding PHM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Shellback Capital's PHM Position: Q4 2025 in Review

Shellback Capital sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 80,000 shares — an estimated $10.6M sold.

Shellback Capital first reported a position in PHM in Q2 2025 and held it in 2 quarters. The position peaked at $10.6M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

Shellback Capital reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
Shellback Capital sold 80,000 Pultegroup shares in Q4 2025, an estimated $10.6M.
Shellback Capital first reported a position in Pultegroup in Q2 2025 and held it in 2 quarters.
Shellback Capital's Pultegroup position peaked at $10.6M in Q3 2025.
1,029 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on Shellback Capital's 13F filing for Q4 2025, filed 17 Feb 2026.