Position in DFH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$145,213
-$346,981 QoQ
Shares Held
10,432
-45.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026&PARTNERS holds $28,762,919 across 10 Residential Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
74,112 | $10,168,907 | |
| 2 | DHI |
Horton D R Inc /De/
|
53,936 | $8,785,095 | |
| 3 | LEN |
Lennar Corp /New/
|
41,491 | $3,754,520 | |
| 4 | IBP |
Installed Building Products, Inc.
|
12,063 | $2,772,559 | |
| 5 | TOL |
Toll Brothers, Inc.
|
10,442 | $1,720,319 | |
| 6 | MTH |
Meritage Homes CORP
|
6,975 | $584,853 | |
| 7 | NVR |
Nvr Inc
|
59 | $401,990 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
4,457 | $356,738 |
All Filings in DFH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,213 | 10,432 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $492,194 | 18,989 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $481,239 | 19,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $359,222 | 15,923 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $308,583 | 13,261 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||