South Street Advisors’s Pultegroup PHM Stock Holding History

South Street Advisors’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	-1,700	Closed	-$225K	–	82
2025 Q3	$225K	Buy	+1,700	New	+$211K	0.03%	78
2024 Q4	–	Sell	-1,700	Closed	-$244K	–	73
2024 Q3	$244K	Buy	+1,700	New	+$216K	0.04%	68
2024 Q2	–	Sell	-1,700	Closed	-$205K	–	74
2024 Q1	$205K	Buy	+1,700	New	+$182K	0.03%	73
2018 Q3	–	Sell	-225,370	Closed	-$6.48M	–	70
2018 Q2	$6.48M	Sell	225,370 -8,380	-4%	-$252K	1.96%	25
2018 Q1	$6.89K	Sell	233,750 -197,080	-46%	-$6.11M	0.68%	24
2017 Q4	$14.3M	Sell	430,830 -12,040	-3%	-$374K	4.34%	5
2017 Q3	$12.1K	Sell	442,870 -4,170	-0.9%	-$106K	2.35%	10
2017 Q2	$11M	Buy	447,040 +406,770	+1,010%	+$9.49M	3.59%	11
2017 Q1	$9.48K	Sell	40,270 -362,710	-90%	-$7.81M	1.31%	18
2016 Q4	$7.41M	Sell	402,980 -54,780	-12%	-$1.04M	2.61%	24
2016 Q3	$9.17M	Buy	+457,760	New	+$9.49M	2.83%	21

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 $8.66B AUM 17.37% 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

South Street Advisors's PHM Position: Q4 2025 in Review

South Street Advisors sold out of Pultegroup (PHM) in Q4 2025, closing a stake of 1,700 shares — an estimated $225K sold.

South Street Advisors first reported a position in PHM in Q3 2016 and held it in 11 quarters. The position peaked at $14.3M in Q4 2017. 1,030 funds tracked by Wall St. Rank hold PHM as of Q4 2025.

South Street Advisors reported no remaining Pultegroup position as of Q4 2025 after selling out during the quarter.
South Street Advisors sold 1,700 Pultegroup shares in Q4 2025, an estimated $225K.
South Street Advisors first reported a position in Pultegroup in Q3 2016 and held it in 11 quarters.
South Street Advisors's Pultegroup position peaked at $14.3M in Q4 2017.
1,030 funds tracked by Wall St. Rank held Pultegroup as of Q4 2025.

Based on South Street Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.