Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,414,545
+$1,583,259 QoQ
Shares Held
197,830
+50.4% QoQ
Ownership
0.218%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 204 holders
Holding Since
Sep 2021
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Derivatives in DFH
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$302,050
PutShares
17,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JANE STREET GROUP, LLC holds $198,080,630 across 12 Residential Construction names. DFH ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
586,039 | $95,454,031 | |
| 2 | LEN |
Lennar Corp /New/
|
714,799 | $64,682,161 | |
| 3 | NVR |
Nvr Inc
|
3,247 | $22,123,109 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
46,647 | $6,642,999 | |
| 5 | DFH |
Dream Finders Homes, Inc.
This page
|
197,830 | $3,414,545 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
24,407 | $3,348,883 | |
| 7 | TOL |
Toll Brothers, Inc.
|
5,851 | $963,952 | |
| 8 | LEGH |
Legacy Housing Corp
|
29,001 | $761,855 |
All Filings in DFH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,545 | 197,830 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $302,050 | 17,500 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $1,831,286 | 131,558 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $524,542 | 30,675 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $307,800 | 18,000 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $1,802,269 | 69,532 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $619,488 | 23,900 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $355,104 | 13,700 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $270,624 | 10,769 | Shares | Defined | 2025-08-14 | |
| 2024-09-30 | $1,029,847 | 28,441 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $798,146 | 30,912 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,732,538 | 39,619 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $578,925 | 16,294 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $315,242 | 14,181 | Shares | Defined | 2023-11-15 | |
| 2023-03-31 | $206,302 | 15,570 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $93,795 | 10,831 | Shares | Defined | 2023-02-15 | |
| 2022-03-31 | $342,777 | 20,069 | Shares | Defined | 2022-05-17 | |
| 2021-12-31 | $291,750 | 15,000 | Put | Defined | 2022-02-15 | |
| 2021-09-30 | $313,673 | 18,100 | Put | Defined | 2021-11-16 | |
| 2021-09-30 | $302,061 | 17,430 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||