Campbell & CO Investment Adviser LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 1353570 BALTIMORE, MD

Position in DFH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$940,462

+$757,790 QoQ

Shares Held

54,488

+315.2% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#64

of 204 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Campbell & CO Investment Adviser LLC holds $20,148,648 across 7 Residential Construction names. DFH ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	43,393	$7,067,851
2	KBH	Kb Home	61,263	$3,834,451
3	IBP	Installed Building Products, Inc.	11,495	$2,642,010
4	PHM	Pultegroup Inc/Mi/	16,249	$2,229,525
5	GRBK	Green Brick Partners, Inc.	26,287	$2,104,011
6	LGIH	LGI Homes, Inc.	20,891	$1,330,338
7	DFH	Dream Finders Homes, Inc. This page	54,488	$940,462

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$940,462	54,488	+315.2%	Shares	Sole	2026-08-03
2026-03-31	$182,672	13,123	-61.2%	Shares	Sole	2026-05-15
2025-12-31	$577,638	33,780	+33.4%	Shares	Sole	2026-02-12
2025-09-30	$656,112	25,313	-28.5%	Shares	Sole	2025-10-28
2025-03-31	$798,804	35,408	+24.5%	Shares	Sole	2025-05-14
2024-12-31	$661,915	28,445	-33.0%	Shares	Sole	2025-02-10
2024-09-30	$1,537,078	42,449	+3.6%	Shares	Sole	2024-11-12
2024-06-30	$1,058,077	40,979	+75.3%	Shares	Sole	2024-08-13
2024-03-31	$1,022,232	23,376	-47.0%	Shares	Sole	2024-05-10
2023-12-31	$1,566,588	44,092	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.