CWM, LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 1535847 OMAHA, NE

Position in DFH

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$30,930

+$16,618 QoQ

Shares Held

2,222

+165.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Cyclical · as of Mar 31, 2026

CWM, LLC holds $23,603,683 across 20 Residential Construction names. DFH ranks #16 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	59,021	$8,054,595
2	LEN	Lennar Corp /New/	64,605	$5,606,908
3	DHI	Horton D R Inc /De/	40,426	$5,547,255
4	PHM	Pultegroup Inc/Mi/	12,273	$1,443,427
5	MHO	M/I Homes, Inc.	3,532	$432,493
6	GRBK	Green Brick Partners, Inc.	6,225	$401,201
7	SKY	Champion Homes, Inc.	5,366	$399,069
8	MTH	Meritage Homes CORP	6,145	$380,006

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,930	2,222	+165.5%	Shares	Sole	2026-05-14
2025-12-31	$14,312	837	+48.4%	Shares	Sole	2026-01-26
2025-09-30	$14,618	564	+19.2%	Shares	Sole	2025-10-15
2025-06-30	$11,886	473	-16.9%	Shares	Sole	2025-07-25
2025-03-31	$12,836	569	+47.4%	Shares	Sole	2025-05-01
2024-12-31	$8,982	386	+19.1%	Shares	Sole	2025-02-04
2024-09-30	$11,732	324	-25.5%	Shares	Sole	2024-10-08
2024-06-30	$11,231	435	+52.1%	Shares	Sole	2024-07-10
2024-03-31	$12,506	286	+136.4%	Shares	Sole	2024-04-05
2023-12-31	$4,299	121	0.0%	Shares	Sole	2024-02-01
2023-09-30	$3	121	0.0%	Shares	Sole	2023-10-11
2023-06-30	$2,975	121	0.0%	Shares	Sole	2023-08-03
2023-03-31	$2	121	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,047	121	-88.8%	Shares	Sole	2023-02-01
2022-09-30	$11,437	1,079	-18.9%	Shares	Sole	2022-10-27
2022-06-30	$14,161	1,331	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.