Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,350,491
+$838,849 QoQ
Shares Held
78,244
+112.9% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 204 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Derivatives in DFH
reported options exposure · as of Jun 30, 2025CallValue
$351,820
CallShares
14,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $181,268,458 across 16 Residential Construction names. DFH ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
631,727 | $57,152,526 | |
| 2 | KBH |
Kb Home
|
653,334 | $40,892,174 | |
| 3 | MTH |
Meritage Homes CORP
|
203,639 | $17,075,129 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
114,958 | $16,371,168 | |
| 5 | MHO |
M/I Homes, Inc.
|
75,643 | $12,162,637 | |
| 6 | CVCO |
Cavco Industries, Inc.
|
17,902 | $10,998,630 | |
| 7 | IBP |
Installed Building Products, Inc.
|
23,381 | $5,373,888 | |
| 8 | NVR |
Nvr Inc
|
731 | $4,980,594 |
All Filings in DFH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,491 | 78,244 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $511,642 | 36,756 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $837,763 | 48,992 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,207,871 | 46,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,165,730 | 46,388 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $351,820 | 14,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $775,161 | 34,360 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $315,840 | 14,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $245,904 | 10,900 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $517,897 | 22,256 | Shares | Defined | 2025-02-14 | |
| 2024-03-31 | $342,974 | 7,843 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,447,574 | 125,178 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,131,762 | 140,880 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,102,077 | 126,152 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $506,666 | 38,239 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $130,298 | 15,046 | Shares | Defined | 2023-02-14 | |
| 2021-09-30 | $426,335 | 24,601 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $765,807 | 31,347 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||