Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,768,136
+$4,086,169 QoQ
Shares Held
334,191
+176.6% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BNP PARIBAS ARBITRAGE, SA holds $356,065,063 across 19 Residential Construction names. DFH ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
571,116 | $93,023,374 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
478,556 | $65,662,668 | |
| 3 | NVR |
Nvr Inc
|
7,440 | $50,691,695 | |
| 4 | LEN |
Lennar Corp /New/
|
549,904 | $49,750,570 | |
| 5 | IBP |
Installed Building Products, Inc.
|
142,862 | $32,835,402 | |
| 6 | TOL |
Toll Brothers, Inc.
|
161,475 | $26,603,006 | |
| 7 | MHO |
M/I Homes, Inc.
|
72,322 | $11,628,654 | |
| 8 | KBH |
Kb Home
|
119,603 | $7,485,951 |
All Filings in DFH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,768,136 | 334,191 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,681,967 | 120,831 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $252,720 | 14,779 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $718,735 | 27,729 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $779,482 | 31,018 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,315,902 | 58,329 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $369,713 | 15,888 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||