3
PHM
PulteGroup Inc. (PHM) · Industrials
Consensus score 3/100 · #110 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
5.4%
of their portfolios
Combined value
$665M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 10.6% | $647M | TRIM |
| Eagle Capital Quality value | 0.1% | $18M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.