Pool Corp (POOL) grew to 3.13% of Phil Town's Rule One Fund portfolio in 2026 Q2, from 0.72%, according to the NPORT-P filed with the SEC on August 25, 2026. The share count rose 267% to 27.5K shares, and the position is worth about $5.9M and ranks 7th of 13 stocks by weight.
What did the 2026 Q2 filing report for POOL?
As of June 30, 2026, from the NPORT-P filed August 25, 2026.
| Before | After | |
|---|---|---|
| Shares | 7.5K | 27.5K |
| Shares added | +20K (267%) | |
| Reported value | $1.5M | $5.9M |
| Portfolio weight | 0.72% | 3.13% |
| Rank in portfolio | 7th of 13 |
How much did Phil Town add to POOL?
Phil Town added 20K shares of POOL during 2026 Q2, taking the stake from 7.5K to 27.5K. The reported value of the position rose by about $4.4M, from about $1.5M to about $5.9M.
Where does POOL sit in the Phil Town portfolio?
POOL ranks 7th of 13 stock positions in the Phil Town portfolio at 3.13%, below the fund's average stock position of 7%. The POOL addition was the 4th largest of the quarter's 11 position changes by percent change to portfolio. The largest stock position is GOIXX at 33.35%. Next come NFLX at 14.96% and CNSWF at 11.82%. The three largest stocks together are 60.13% of the book. Across the 2026 Q2 portfolio, Phil Town reported 13 stock positions, with 3 opened and 2 closed. The total portfolio value is about $188.5M, down 10% from the prior quarter.
How long has Phil Town held POOL?
Phil Town first reported POOL in the quarter ended December 31, 2025. The current weight is the highest the fund has reported for the name. The share count had been unchanged the quarter before. Every reported trade is on the Phil Town POOL trade history page.
FAQ
How many POOL shares did Phil Town buy in 2026 Q2?
Phil Town added 20K shares of POOL, a 267% increase, to 27.5K shares.
What is the POOL position of Phil Town worth now?
The POOL position of Phil Town is worth about $5.9M at June 30, 2026 prices, 3.13% of the portfolio.
Is POOL a top holding of Phil Town?
POOL ranks 7th of 13 stock positions in the Phil Town portfolio, at 3.13%.