Position in DFH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$124,099
+$119,671 QoQ
Shares Held
7,190
+2676.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#120
of 204 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Arax Advisory Partners holds $15,620,636 across 18 Residential Construction names. DFH ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
45,152 | $7,438,792 | |
| 2 | DHI |
Horton D R Inc /De/
|
16,000 | $2,606,080 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
15,056 | $2,065,833 | |
| 4 | LEN |
Lennar Corp /New/
|
13,109 | $1,183,669 | |
| 5 | NVR |
Nvr Inc
|
170 | $1,158,277 | |
| 6 | MTH |
Meritage Homes CORP
|
2,461 | $206,354 | |
| 7 | KBH |
Kb Home
|
3,135 | $196,219 | |
| 8 | LGIH |
LGI Homes, Inc.
|
2,839 | $180,787 |
All Filings in DFH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,099 | 7,190 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $4,428 | 259 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,848 | 650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,965 | 118 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $586 | 26 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||