Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,332,708
-$2,621,542 QoQ
Shares Held
251,026
-49.8% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 204 holders
Holding Since
Jun 2022
14 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, 2026MARSHALL WACE, LLP holds $268,189,901 across 12 Residential Construction names. DFH ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
451,257 | $61,916,972 | |
| 2 | NVR |
Nvr Inc
|
8,803 | $59,978,358 | |
| 3 | TOL |
Toll Brothers, Inc.
|
353,898 | $58,304,694 | |
| 4 | CVCO |
Cavco Industries, Inc.
|
74,839 | $45,979,584 | |
| 5 | SKY |
Champion Homes, Inc.
|
321,424 | $28,323,882 | |
| 6 | LGIH |
LGI Homes, Inc.
|
87,774 | $5,589,447 | |
| 7 | DFH |
Dream Finders Homes, Inc.
This page
|
251,026 | $4,332,708 | |
| 8 | LEN |
Lennar Corp /New/
|
16,116 | $1,458,336 |
All Filings in DFH
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,332,708 | 251,026 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $6,954,250 | 499,587 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,247,836 | 189,932 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,673,809 | 373,218 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $12,387,531 | 492,938 | Shares | Other | 2025-08-13 | |
| 2024-12-31 | $622,891 | 26,768 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $258,648 | 7,143 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $389,882 | 15,100 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,434,868 | 32,812 | Shares | Other | 2024-05-15 | |
| 2023-09-30 | $2,937,049 | 132,121 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $3,399,763 | 138,258 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,393,899 | 105,200 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $698,528 | 65,899 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $369,154 | 34,695 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||