What smart money is saying about PulteGroup, Inc.
PHM
No fund has written a full thesis on PulteGroup, Inc. in our archive, but 3 fund letters report a position in it — most recently Baron Real Estate Fund in June 2026.
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3
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in PulteGroup, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions
- 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.
Read the letters behind these PulteGroup, Inc. positions
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