KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in DFH — Dream Finders Homes, Inc.
CIK 1021223
LOS ANGELES, CA
Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,024,359
-$6,391,490 QoQ
Shares Held
3,072,095
-28.0% QoQ
Ownership
3.39%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2
of 204 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 53%
Shared 43%
None 4%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $480,849,126 across 6 Residential Construction names. DFH ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBP |
Installed Building Products, Inc.
|
1,840,712 | $423,069,245 | |
| 2 | DFH |
Dream Finders Homes, Inc.
This page
|
3,072,095 | $53,024,359 | |
| 3 | DHI |
Horton D R Inc /De/
|
29,077 | $4,736,061 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
126 | $17,288 | |
| 5 | TOL |
Toll Brothers, Inc.
|
11 | $1,812 | |
| 6 | LEN |
Lennar Corp /New/
|
4 | $361 |
All Filings in DFH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,024,359 | 3,072,095 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $53,024,359 | 3,072,095 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $59,415,849 | 4,268,380 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $75,660,249 | 4,424,576 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $75,705,957 | 4,427,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $137,644,893 | 5,310,374 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $148,867,430 | 5,923,893 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $135,365,616 | 6,000,249 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $139,847,440 | 6,009,774 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $196,083,739 | 5,415,182 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $121,798,697 | 4,717,223 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $212,926,486 | 4,869,117 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $187,091,173 | 5,265,724 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $133,146,717 | 5,989,506 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $148,385,969 | 6,034,403 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,035,723 | 6,040,432 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $49,887,678 | 5,760,702 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $61,869,888 | 5,836,782 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $51,027,939 | 4,795,859 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $75,811,167 | 4,438,593 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $28,191,860 | 1,449,453 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||