Southpoint Capital Advisors’s Pultegroup PHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400,000	Closed	-$23.3M	–	53
2023 Q1	$23.3M	Hold	400,000	–	–	0.53%	45
2022 Q4	$18.2M	Buy	+400,000	New	+$18.2M	0.47%	44