Position in DFH
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$26,124,985
-$4,383,192 QoQ
Shares Held
1,876,795
+5.2% QoQ
Ownership
2.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $426,705,669 across 18 Residential Construction names. DFH ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
2,546,970 | $221,178,873 | |
| 2 | TOL |
Toll Brothers, Inc.
|
528,903 | $72,179,390 | |
| 3 | CVCO |
Cavco Industries, Inc.
|
68,741 | $33,290,578 | |
| 4 | DFH |
Dream Finders Homes, Inc.
This page
|
1,876,795 | $26,124,985 | |
| 5 | DHI |
Horton D R Inc /De/
|
170,508 | $23,397,106 | |
| 6 | IBP |
Installed Building Products, Inc.
|
48,174 | $12,773,335 | |
| 7 | MHO |
M/I Homes, Inc.
|
93,388 | $11,435,359 | |
| 8 | SKY |
Champion Homes, Inc.
|
146,528 | $10,897,287 |
All Filings in DFH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,124,985 | 1,876,795 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $30,508,177 | 1,784,104 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $48,123,615 | 1,856,621 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $51,074,211 | 2,032,400 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $47,449,816 | 2,103,272 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $48,052,316 | 2,064,990 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,973,492 | 689,685 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $684,358 | 26,505 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $991,533 | 22,674 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $779,740 | 21,946 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $458,914 | 20,644 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $477,512 | 19,419 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||