LSV increased PHM position by 79,086 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $PHM based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other LSV Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| LYFT | Lyft Inc | Increased | +5,257,913 | $112.7M |
| CART | Maplebear Inc | Increased | +3,786,818 | $214.7M |
| OGN | Organon & Co | Decreased | 3,522,694 | $50.6M |
| FRSH | Freshworks Inc | Increased | +2,902,279 | $29.6M |
| SXC | SunCoke Energy Inc | Decreased | 2,731,679 | $3.6M |
| MBTGBP | Mobile TeleSystems PJSC | Exited | 2,704,000 | — |
| SON | Sonoco Products Co | Increased | +2,561,528 | $261.9M |
| MGM | MGM Resorts International | Decreased | 2,380,600 | $5.0M |
| FAF | First American Financial Corp | New | +2,315,857 | $158.8M |
| ADEA | Adeia Inc | Decreased | 2,197,828 | $11.1M |
Other Whales Moving PHM This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +288,054 |
| First Eagle | Increased | +1,701 |
| Winton | Increased | +1,480 |
| Fisher Investments | Decreased | 98 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC