PHM
PulteGroup Inc
PulteGroup Inc historical holders
total: 12
Muhlenkamp & Co PulteGroup Inc transactions over time
- Total transactions:
- 21
- New positions:
- 3
- Sold out:
- 3
- Added:
- 7
- Reduced:
- 8
- Held since:
- 2023 Q2
- Held for:
- 7 quarters
- Latest activity:
- 2025 Q1
Ronald Muhlenkamp has been an institutional investor in PulteGroup Inc (PHM) since at least 2013 Q2. According to 2026 Q1 report, Ronald Muhlenkamp doesn't hold any shares. In our earliest available record from 2013 Q2, Muhlenkamp & Co held 133,400 shares of PHM. Ronald Muhlenkamp later completely sold out the position and reinvested in PHM again in 2023 Q2. Since at least 2013 Q2, Muhlenkamp & Co has made 20 more transactions in this position.
When did Ronald Muhlenkamp exit their PHM position?
Ronald Muhlenkamp no longer holds PulteGroup Inc (PHM). They sold off their entire position in 2025 Q1, closing out an investment that began in 2013 Q2.
Has Ronald Muhlenkamp reinvested in PHM after selling?
Yes, Ronald Muhlenkamp has shown renewed interest in PulteGroup Inc (PHM). After completely selling their position, they reinitiated an investment in 2023 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $77.02
- Weighted AVG sell price:
- $108.91
PHM transactions history by Muhlenkamp & Co
21 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q1
|
0.00%
|
0
|
$108.90
|
|
-100% (-98,071)
|
-3.24%
|
|
2024 Q4
|
3.24%
|
98,071
|
$108.90
|
$10,679,925
|
+0.25% (+248)
|
+0.01%
|
|
2024 Q3
|
4.30%
|
97,823
|
$143.53
|
$14,040,496
|
-0.03% (-34)
|
-0%
|
|
2024 Q2
|
3.36%
|
97,857
|
$110.10
|
$10,774,056
|
-0.01% (-7)
|
-0%
|
|
2024 Q1
|
3.43%
|
97,864
|
$120.62
|
$11,804,356
|
+1.34% (+1,296)
|
+0.05%
|
|
2023 Q4
|
3.26%
|
96,568
|
$103.22
|
$9,967,749
|
+0.86% (+825)
|
+0.03%
|
|
2023 Q3
|
2.45%
|
95,743
|
$74.05
|
$7,089,769
|
+75.61% (+41,224)
|
+1.05%
|
|
2023 Q2
|
1.50%
|
54,519
|
$77.68
|
$4,235,036
|
new
|
+1.5%
|
|
2018 Q3
|
0.00%
|
$28.75
|
-100% (-205,951)
|
|||
|
2018 Q1
|
2.21%
|
$29.49
|
+2.76% (+5,541)
|
|||
|
2017 Q4
|
2.05%
|
$33.25
|
new
|
|||
|
2016 Q1
|
0.00%
|
$17.80
|
-100% (-14,550)
|
|||
|
2015 Q4
|
0.08%
|
$17.80
|
-12.35% (-2,050)
|
|||
|
2015 Q3
|
0.10%
|
$18.86
|
-31.40% (-7,600)
|
|||
|
2015 Q2
|
0.11%
|
$20.17
|
-11.03% (-3,000)
|
|||
|
2015 Q1
|
0.13%
|
$22.24
|
-2.51% (-700)
|
|||
|
2014 Q3
|
0.09%
|
$17.67
|
-83.81% (-144,435)
|
|||
|
2014 Q2
|
0.62%
|
$20.16
|
-10.15% (-19,475)
|
|||
|
2014 Q1
|
0.65%
|
$19.19
|
+0.53% (+1,010)
|
|||
|
2013 Q4
|
0.69%
|
$20.37
|
+43.03% (+57,400)
|
|||
|
2013 Q2
|
0.53%
|
$18.97
|
new or own*
|
|||
* 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.