Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,517,236
+$3,473,754 QoQ
Shares Held
377,592
+72.7% QoQ
Ownership
0.416%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 204 holders
Holding Since
Mar 2021
22 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, 2026UBS Group AG holds $940,016,302 across 19 Residential Construction names. DFH ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
25,233 | $171,922,519 | |
| 2 | DHI |
Horton D R Inc /De/
|
936,027 | $152,460,076 | |
| 3 | TOL |
Toll Brothers, Inc.
|
698,364 | $115,055,466 | |
| 4 | MTH |
Meritage Homes CORP
|
1,155,013 | $96,847,839 | |
| 5 | LEN |
Lennar Corp /New/
|
1,048,758 | $94,884,633 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
681,701 | $93,536,192 | |
| 7 | KBH |
Kb Home
|
1,342,522 | $84,028,451 | |
| 8 | SKY |
Champion Homes, Inc.
|
644,409 | $56,785,320 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,517,236 | 377,592 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,043,482 | 218,641 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,210,695 | 187,760 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,791,796 | 69,128 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,130,190 | 164,353 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,973,593 | 87,482 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,964,299 | 170,361 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,427,252 | 39,416 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $449,190 | 17,397 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,028,721 | 46,392 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,067,071 | 30,033 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $284,587 | 12,802 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $424,127 | 17,248 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $75,431 | 5,693 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,206 | 1,294 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $16,366 | 1,544 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $26,599 | 2,500 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,000 | 1,171 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,671 | 1,577 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,802 | 104 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,540 | 104 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $43,807 | 1,820 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||