Skip to content
Disclosery

Waterloo Capital, L.P.: PHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on PHM, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 4,062 PHM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,062 shares
    Change vs previous 13F +562 shares

    0.03% of the 13F portfolio, value $557,364.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,500 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $411,583.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,494 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $409,670.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,452 shares
    Change vs previous 13F +234 shares

    0.03% of the 13F portfolio, value $456,177.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,218 shares
    Change vs previous 13F +493 shares

    0.03% of the 13F portfolio, value $339,414.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,725 shares
    Change vs previous 13F +113 shares

    0.03% of the 13F portfolio, value $280,102.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,612 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $284,427.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,629 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $377,274.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).