Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,979
New position
Shares Held
12,803
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 204 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 9%
Shared 74%
None 17%
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Cerity Partners LLC holds $97,596,463 across 16 Residential Construction names. DFH ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
31,514 | $19,361,570 | |
| 2 | LEN |
Lennar Corp /New/
|
172,187 | $15,575,376 | |
| 3 | DHI |
Horton D R Inc /De/
|
65,442 | $10,659,192 | |
| 4 | TOL |
Toll Brothers, Inc.
|
64,376 | $10,605,944 | |
| 5 | NVR |
Nvr Inc
|
1,508 | $10,274,605 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
60,817 | $8,344,698 | |
| 7 | SKY |
Champion Homes, Inc.
|
75,587 | $6,660,725 | |
| 8 | BZH |
Beazer Homes USA Inc
|
167,143 | $4,688,360 |
All Filings in DFH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,979 | 12,803 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||