Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,070,223
-$490,626 QoQ
Shares Held
62,006
-44.7% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#60
of 204 holders
Holding Since
Mar 2021
18 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, 2026MILLENNIUM MANAGEMENT LLC holds $550,393,731 across 18 Residential Construction names. DFH ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
667,501 | $109,970,789 | |
| 2 | MTH |
Meritage Homes CORP
|
1,120,468 | $93,951,241 | |
| 3 | MHO |
M/I Homes, Inc.
|
466,674 | $75,036,512 | |
| 4 | SKY |
Champion Homes, Inc.
|
752,891 | $66,344,754 | |
| 5 | DHI |
Horton D R Inc /De/
|
237,871 | $38,744,428 | |
| 6 | KBH |
Kb Home
|
440,418 | $27,565,762 | |
| 7 | NVR |
Nvr Inc
|
3,969 | $27,042,384 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
180,775 | $24,804,137 |
All Filings in DFH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,070,223 | 62,006 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,560,849 | 112,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,535,107 | 382,170 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,300,419 | 127,331 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $283,290 | 11,273 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,327,204 | 58,830 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,132,369 | 91,636 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,293,057 | 118,560 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,431,693 | 171,638 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,115,614 | 162,717 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,260,314 | 176,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,220,538 | 54,905 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $2,410,277 | 278,323 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,654,876 | 250,460 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $4,487,001 | 262,705 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $399,023 | 23,025 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,748,357 | 71,566 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,300,309 | 54,022 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||