Chuck Royce's PHM Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 72,067 shares of PulteGroup, Inc. (PHM) worth $8.45 M, representing 0.09% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in PHM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 470,658 shares. Largest reduction occurred in Q4 2014, reducing 90,500 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's PulteGroup (PHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly PulteGroup (PHM) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -10,149 | Reduce 12.34% | 72,067 | $117.26 |
| Q3 2025 | +887 | Add 1.09% | 82,216 | $132.13 |
| Q2 2025 | +1,458 | Add 1.83% | 81,329 | $105.46 |
| Q1 2025 | -4,643 | Reduce 5.49% | 79,871 | $102.80 |
| Q4 2024 | -216 | Reduce 0.25% | 84,514 | $108.90 |
| Q3 2024 | -12,717 | Reduce 13.05% | 84,730 | $143.53 |
| Q2 2024 | -1,065 | Reduce 1.08% | 97,447 | $110.10 |
| Q1 2024 | -17,514 | Reduce 15.09% | 98,512 | $120.62 |
| Q4 2023 | -21,556 | Reduce 15.67% | 116,026 | $103.22 |
| Q3 2023 | -5,490 | Reduce 3.84% | 137,582 | $74.05 |
| Q2 2023 | -10,900 | Reduce 7.08% | 143,072 | $77.68 |
| Q1 2023 | -14,900 | Reduce 8.82% | 153,972 | $58.28 |
| Q4 2022 | -1,000 | Reduce 0.59% | 168,872 | $45.53 |
| Q3 2022 | -18,100 | Reduce 9.63% | 169,872 | $37.50 |
| Q2 2022 | -80,231 | Reduce 29.91% | 187,972 | $39.63 |
| Q1 2022 | -72,400 | Reduce 21.26% | 268,203 | $41.90 |
| Q4 2021 | -12,447 | Reduce 3.53% | 340,603 | $57.16 |
| Q3 2021 | +2,900 | Add 0.83% | 353,050 | $45.92 |
| Q2 2021 | -13,600 | Reduce 3.74% | 350,150 | $54.57 |
| Q1 2021 | -43,047 | Reduce 10.58% | 363,750 | $52.44 |
| Q4 2020 | -49,529 | Reduce 10.85% | 406,797 | $43.12 |
| Q3 2020 | -29,932 | Reduce 6.16% | 456,326 | $46.29 |
| Q2 2020 | +15,600 | Add 3.31% | 486,258 | $34.03 |
| Q1 2020 | +470,658 | New Buy | 470,658 | $22.32 |
| Q4 2019 | -44 | Sold Out | 0 | $0.00 |
| Q2 2019 | +44 | New Buy | 44 | $22.73 |
| Q4 2014 | -90,500 | Sold Out | 0 | $0.00 |
| Q3 2014 | +49,900 | Add 122.91% | 90,500 | $17.66 |
| Q2 2014 | +32,600 | Add 407.50% | 40,600 | $20.15 |
| Q4 2013 | +8,000 | New Buy | 8,000 | $20.38 |
Chuck Royce's PulteGroup Investment FAQs
Chuck Royce first purchased PulteGroup, Inc. (PHM) in Q4 2013, acquiring 8,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held PulteGroup, Inc. (PHM) for 32 quarters since Q4 2013.
Chuck Royce's largest addition to PulteGroup, Inc. (PHM) was in Q1 2020, adding 470,658 shares worth $10.5 M.
According to the latest 13F filing for Q4 2025, Chuck Royce's firm, Royce & Associates Lp, owns 72,067 shares of PulteGroup, Inc. (PHM), valued at approximately $8.45 M.
As of the Q4 2025 filing, PulteGroup, Inc. (PHM) represents approximately 0.09% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in PulteGroup, Inc. (PHM) was 486,258 shares, as reported at the end of Q2 2020.