Position in DFH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,582,919
+$2,580,133 QoQ
Shares Held
729,022
+1.5% QoQ
Ownership
0.804%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 204 holders
Holding Since
Mar 2021
22 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. DFH ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,224,096 | $1,176,660,755 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,272,775 | $723,477,457 | |
| 3 | LEN |
Lennar Corp /New/
|
5,948,345 | $538,060,404 | |
| 4 | NVR |
Nvr Inc
|
73,735 | $502,386,040 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,490,850 | $410,367,537 | |
| 6 | IBP |
Installed Building Products, Inc.
|
747,359 | $171,772,992 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
259,180 | $159,235,007 | |
| 8 | MTH |
Meritage Homes CORP
|
1,718,277 | $144,077,526 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,582,919 | 729,022 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $10,002,786 | 718,591 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,865,142 | 693,868 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $18,247,316 | 703,986 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,224,981 | 685,435 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $14,413,516 | 638,897 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,527,879 | 624,318 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,535,003 | 622,342 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,058,533 | 583,212 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $22,604,999 | 516,922 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,723,820 | 498,841 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $10,549,646 | 474,568 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,960,746 | 445,740 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,396,658 | 407,295 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,304,915 | 381,630 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,941,164 | 371,808 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,625,665 | 340,758 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,172,456 | 185,741 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,483,242 | 179,087 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,062,391 | 119,007 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,497,381 | 102,226 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,317,194 | 96,269 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||