Position in DFH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,193,839
-$2,571 QoQ
Shares Held
69,168
-19.5% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 204 holders
Holding Since
Jun 2021
13 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. DFH ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
31,454 | $19,324,708 |
All Filings in DFH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,839 | 69,168 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,196,410 | 85,949 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,348,933 | 78,885 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,875,558 | 149,520 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,814,757 | 191,594 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,226,074 | 187,326 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,305,066 | 185,005 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,521,904 | 124,880 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,188,847 | 123,503 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,894,060 | 134,783 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $428,172 | 12,051 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $108,996 | 10,244 | Shares | Sole | 2022-08-03 | |
| 2021-06-30 | $201,645 | 8,254 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||