Joel Greenblatt's PHM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 40,543 shares of PulteGroup, Inc. (PHM) worth $4.75 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PHM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 318,051 shares. Largest reduction occurred in Q4 2014, reducing 1.14 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's PulteGroup (PHM) Holding Value Over Time
Track share changes against reported price movement
Quarterly PulteGroup (PHM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +13,531 | Add 50.09% | 40,543 | $117.26 |
| Q3 2025 | +5,945 | Add 28.22% | 27,012 | $132.13 |
| Q2 2025 | +7,465 | Add 54.88% | 21,067 | $105.46 |
| Q1 2025 | +6,035 | Add 79.75% | 13,602 | $102.80 |
| Q4 2024 | -26,774 | Reduce 77.97% | 7,567 | $108.90 |
| Q3 2024 | -12,322 | Reduce 26.41% | 34,341 | $143.53 |
| Q2 2024 | -7,010 | Reduce 13.06% | 46,663 | $110.10 |
| Q1 2024 | -10,100 | Reduce 15.84% | 53,673 | $120.62 |
| Q4 2023 | +3,705 | Add 6.17% | 63,773 | $103.22 |
| Q3 2023 | -11,540 | Reduce 16.12% | 60,068 | $74.05 |
| Q2 2023 | +45,873 | Add 178.25% | 71,608 | $77.68 |
| Q1 2023 | +25,735 | New Buy | 25,735 | $58.28 |
| Q4 2021 | -13,370 | Sold Out | 0 | $0.00 |
| Q3 2021 | -5,411 | Reduce 28.81% | 13,370 | $45.92 |
| Q2 2021 | -41,035 | Reduce 68.60% | 18,781 | $54.58 |
| Q1 2021 | -63,443 | Reduce 51.47% | 59,816 | $52.44 |
| Q4 2020 | -21,292 | Reduce 14.73% | 123,259 | $43.12 |
| Q3 2020 | -45,616 | Reduce 23.99% | 144,551 | $46.29 |
| Q2 2020 | -12,275 | Reduce 6.06% | 190,167 | $34.03 |
| Q1 2020 | +202,442 | New Buy | 202,442 | $22.32 |
| Q3 2019 | -14,187 | Sold Out | 0 | $0.00 |
| Q2 2019 | +14,187 | New Buy | 14,187 | $31.65 |
| Q3 2018 | -12,419 | Sold Out | 0 | $0.00 |
| Q2 2018 | -57,791 | Reduce 82.31% | 12,419 | $28.75 |
| Q1 2018 | -180,803 | Reduce 72.03% | 70,210 | $29.48 |
| Q4 2017 | -126,958 | Reduce 33.59% | 251,013 | $33.25 |
| Q3 2017 | -13,136 | Reduce 3.36% | 377,971 | $27.33 |
| Q2 2017 | -56,572 | Reduce 12.64% | 391,107 | $24.53 |
| Q1 2017 | +129,628 | Add 40.76% | 447,679 | $23.55 |
| Q4 2016 | +318,051 | New Buy | 318,051 | $18.38 |
| Q4 2014 | -1.14 M | Sold Out | 0 | $0.00 |
| Q3 2014 | +311,711 | Add 37.51% | 1.14 M | $17.66 |
| Q2 2014 | -652,978 | Reduce 44.00% | 831,060 | $20.16 |
| Q1 2014 | +1.48 M | New Buy | 1.48 M | $19.19 |
Joel Greenblatt's PulteGroup Investment FAQs
Joel Greenblatt first purchased PulteGroup, Inc. (PHM) in Q1 2014, acquiring 1,484,038 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held PulteGroup, Inc. (PHM) for 34 quarters since Q1 2014.
Joel Greenblatt's largest addition to PulteGroup, Inc. (PHM) was in Q1 2014, adding 1,484,038 shares worth $28.48 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 40,543 shares of PulteGroup, Inc. (PHM), valued at approximately $4.75 M.
As of the Q4 2025 filing, PulteGroup, Inc. (PHM) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in PulteGroup, Inc. (PHM) was 1,484,038 shares, as reported at the end of Q1 2014.