Marty Whitman
Third Avenue Management
Third Avenue Management PulteGroup Inc stake
total: 405
Third Avenue Management PHM trades
- Total transactions:
- 6
- New positions:
- 1
- Added:
- 2
- Reduced:
- 3
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Third Avenue Management holds 95,111 PulteGroup Inc (PHM) shares with a market value of roughly $13.05M accounting for 2.09% of the overall portfolio. To date, the estimated cost basis is nearly $104.24 for "buy" trades and estimated average "sell" price is $118.15. Third Avenue Management first purchased PHM in 2025 Q1, initially acquiring 63,800 shares. Since the initial investment in PulteGroup Inc (PHM), Third Avenue Management has made 5 more transactions.
When did Third Avenue Management buy PulteGroup Inc (PHM)?
Third Avenue Management first invested in PulteGroup Inc (PHM) in 2025 Q1 at the reported quarter-end price of $102.80 per share.
What's the cost basis of Third Avenue Management's PHM stake?
The estimated cost basis for PulteGroup Inc (PHM) stake is around $104.24 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $104.24
- Weighted AVG sell price:
- $118.15
Third Avenue Management's historical trades in PulteGroup Inc
6 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
2.09%
|
95,111
|
$137.21
|
$13,050,180
|
-0.02% (-17)
|
-0%
|
|
2026 Q1
|
1.82%
|
95,128
|
$117.61
|
$11,188,004
|
-5.52% (-5,556)
|
-0.12%
|
|
2025 Q4
|
2.15%
|
100,684
|
$117.26
|
$11,806,206
|
+4.05% (+3,918)
|
+0.08%
|
|
2025 Q3
|
2.44%
|
96,766
|
$134.44
|
$13,009,221
|
-0.17% (-165)
|
-0%
|
|
2025 Q2
|
2.11%
|
96,931
|
$105.46
|
$10,222,343
|
+51.93% (+33,131)
|
+0.72%
|
|
2025 Q1
|
1.32%
|
63,800
|
$102.80
|
$6,558,640
|
new
|
+1.32%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.