Atria Investments, Inc

Position in DFH — Dream Finders Homes, Inc.

CIK 1535865 Charlotte, NC

Position in DFH

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$220,928

+$35,709 QoQ

Shares Held

12,800

-3.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#102

of 204 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Atria Investments, Inc holds $27,132,870 across 11 Residential Construction names. DFH ranks #11 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LEN	Lennar Corp /New/	151,504	$13,709,596
2	DHI	Horton D R Inc /De/	28,198	$4,592,890
3	PHM	Pultegroup Inc/Mi/	13,322	$1,827,911
4	NVR	Nvr Inc	260	$1,771,483
5			19,201	$1,377,479
6	IBP	Installed Building Products, Inc.	5,382	$1,236,998
7	TOL	Toll Brothers, Inc.	4,345	$715,838
8	SKY	Champion Homes, Inc.	7,805	$687,776

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,928	12,800	-3.8%	Shares	Sole	2026-07-28
2026-03-31	$185,219	13,306	+17.6%	Shares	Sole	2026-05-05
2025-12-31	$193,486	11,315	-31.2%	Shares	Sole	2026-02-05
2025-09-30	$426,461	16,453	+0.2%	Shares	Sole	2025-11-06
2025-06-30	$412,684	16,422	+8.1%	Shares	Sole	2025-08-04
2025-03-31	$342,596	15,186	+13.2%	Shares	Sole	2025-05-06
2024-12-31	$312,283	13,420	-10.4%	Shares	Sole	2025-02-06
2024-09-30	$542,498	14,982	-28.8%	Shares	Sole	2024-11-01
2024-06-30	$542,968	21,029	-27.9%	Shares	Sole	2024-08-13
2024-03-31	$1,274,816	29,152	-6.1%	Shares	Sole	2024-05-21
2023-12-31	$1,102,495	31,030	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.