VICTORY CAPITAL MANAGEMENT INC
Position in DFH — Dream Finders Homes, Inc.
CIK 1040188
San Antonio, TX
Position in DFH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$306,226
-$52,292 QoQ
Shares Held
21,999
+4.9% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $588,143,049 across 13 Residential Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
1,119,309 | $184,406,157 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
911,227 | $125,029,456 | |
| 3 | DHI |
Horton D R Inc /De/
|
457,838 | $74,572,653 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
105,872 | $65,045,639 | |
| 5 | MHO |
M/I Homes, Inc.
|
231,676 | $37,251,184 | |
| 6 | SKY |
Champion Homes, Inc.
|
352,639 | $31,074,548 | |
| 7 | LEN |
Lennar Corp /New/
|
269,288 | $24,367,871 | |
| 8 | MTH |
Meritage Homes CORP
|
249,123 | $20,888,963 |
All Filings in DFH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,226 | 21,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $358,518 | 20,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,862 | 18,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $435,050 | 17,312 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $345,168 | 15,300 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $787,666 | 33,849 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $916,873 | 25,321 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $634,526 | 24,575 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,235,547 | 28,254 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $398,078 | 11,204 | Shares | Sole | 2024-02-05 | |
| 2023-03-31 | $164,525 | 12,417 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $224,761 | 25,954 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $140,852 | 13,288 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $245,542 | 14,376 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||