What smart money is saying about PulteGroup, Inc.
PHM
No fund has written a full thesis on PulteGroup, Inc. in our archive, but 5 fund letters report a position in it, most recently Third Avenue Real Estate Value Fund in September 2026.
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5
Reported positions
0
Bought
0
Sold
5
Letters
Position history
Between Q4 2025 and Q3 2026, 5 fund letters reported a position in PulteGroup, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions
- September 2026
“Following these changes, the Fund had 37.8% of its capital invested in U.S.-based companies focused on Residential Real Estate, including those involved with: Homebuilding (Lennar Corp., PulteGroup, and Champion Homes); Niche Rental Platforms (Sun Communities, AMH, and Brookdale Senior Living); Building Products (Five Point, Home Depot, and Weyerhaeuser); and Mortgage and Title Insurance (Fannie Mae, Freddie Mac, and Fidelity National).”
PulteGroup, Inc. - June 2026
Listed in Baron Real Estate Fund’s reported holdings.
PulteGroup, Inc. - June 2026
“The primary contributors to performance during the quarter included the Fund’s investments in select residential (D.R. Horton and PulteGroup), commercial (U-Haul Holdings and WESCO), and international (Segro plc and Accor) holdings.”
PulteGroup, Inc. - March 2026
Listed in Third Avenue Real Estate Value Fund’s reported holdings.
PulteGroup, Inc. - December 2025
“Notwithstanding, these gains were offset by detractors in the period, including the Fund’s investments in U.S.-based homebuilders (Lennar Corp., PulteGroup, and D.R. Horton) and certain U.K.-based property companies (Berkeley Group and Unite Group plc).”
PulteGroup, Inc.
Read the letters behind these PulteGroup, Inc. positions
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