Jefferies Group's PHM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 231,442 shares of PulteGroup, Inc. (PHM) worth $31.76 M, representing 0.21% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PHM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 224,447 shares. Largest reduction occurred in Q2 2023, reducing 67,430 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's PulteGroup (PHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly PulteGroup (PHM) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +224,447 | Add 3208.68% | 231,442 | $137.21 |
| Q1 2026 | -986 | Reduce 12.35% | 6,995 | $117.61 |
| Q4 2025 | +7,981 | New Buy | 7,981 | $117.26 |
| Q1 2025 | -27,211 | Sold Out | 0 | $0.00 |
| Q4 2024 | +27,211 | New Buy | 27,211 | $108.90 |
| Q2 2024 | -8,386 | Sold Out | 0 | $0.00 |
| Q1 2024 | -1,652 | Reduce 16.46% | 8,386 | $120.62 |
| Q4 2023 | -28,162 | Reduce 73.72% | 10,038 | $103.22 |
| Q3 2023 | +19,100 | Add 100.00% | 38,200 | $74.05 |
| Q2 2023 | -67,430 | Reduce 77.93% | 19,100 | $77.68 |
| Q1 2023 | +86,530 | New Buy | 86,530 | $58.28 |
Jefferies Group's PulteGroup Investment FAQs
Jefferies Group first purchased PulteGroup, Inc. (PHM) in Q1 2023, acquiring 86,530 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held PulteGroup, Inc. (PHM) for 11 quarters since Q1 2023.
Jefferies Group's largest addition to PulteGroup, Inc. (PHM) was in Q2 2026, adding 231,442 shares worth $31.76 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 231,442 shares of PulteGroup, Inc. (PHM), valued at approximately $31.76 M.
As of the Q2 2026 filing, PulteGroup, Inc. (PHM) represents approximately 0.21% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in PulteGroup, Inc. (PHM) was 231,442 shares, as reported at the end of Q2 2026.