Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$348,669
+$93,051 QoQ
Shares Held
20,201
+104.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 204 holders
Holding Since
Mar 2023
3 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, 2026TWO SIGMA INVESTMENTS, LP holds $930,792,699 across 17 Residential Construction names. DFH ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,455,418 | $237,058,483 | |
| 2 | LEN |
Lennar Corp /New/
|
2,571,015 | $232,651,147 | |
| 3 | MTH |
Meritage Homes CORP
|
1,839,080 | $154,206,858 | |
| 4 | KBH |
Kb Home
|
1,876,888 | $117,474,419 | |
| 5 | TOL |
Toll Brothers, Inc.
|
486,199 | $80,101,285 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
289,291 | $39,693,618 | |
| 7 | MHO |
M/I Homes, Inc.
|
141,141 | $22,694,061 | |
| 8 | LGIH |
LGI Homes, Inc.
|
304,216 | $19,372,474 |
All Filings in DFH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,669 | 20,201 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $255,618 | 9,900 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $333,529 | 25,172 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||