Elgethun Capital Management

Position in DFH — Dream Finders Homes, Inc.

CIK 1638022 SIOUX FALLS, SD

Position in DFH

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,142,947

+$7,108,086 QoQ

Shares Held

819,406

+62.1% QoQ

Ownership

0.903%

of shares outstanding

% of Portfolio

2.90%

of 13F equity value

Holder Rank

of 204 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Consumer Cyclical · as of Jun 30, 2026

Elgethun Capital Management holds $19,868,266 across 4 Residential Construction names. DFH ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DFH	Dream Finders Homes, Inc. This page	819,406	$14,142,947
2	NVR	Nvr Inc	723	$4,926,088
3	GRBK	Green Brick Partners, Inc.	6,355	$508,654
4	DHI	Horton D R Inc /De/	1,784	$290,577

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,142,947	819,406	+62.1%	Shares	Sole	2026-07-29
2026-03-31	$7,034,861	505,378	+2.1%	Shares	Sole	2026-05-14
2025-12-31	$8,465,132	495,037	+8.2%	Shares	Sole	2026-02-10
2025-09-30	$11,860,655	457,587	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$11,411,834	454,112	+145.3%	Shares	Sole	2025-08-13
2025-03-31	$4,175,585	185,088	+44.9%	Shares	Sole	2025-05-09
2024-12-31	$2,971,672	127,704	+10.1%	Shares	Sole	2025-02-13
2024-09-30	$4,199,563	115,978	+24.7%	Shares	Sole	2024-11-14
2024-06-30	$2,400,511	92,971	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$4,050,622	92,628	-4.3%	Shares	Sole	2024-05-14
2023-12-31	$3,440,405	96,831	-47.1%	Shares	Sole	2024-02-14
2023-09-30	$4,066,333	182,921	-20.1%	Shares	Sole	2023-11-13
2023-06-30	$5,626,560	228,815	-4.7%	Shares	Sole	2023-08-11
2023-03-31	$3,181,099	240,083	+3.3%	Shares	Sole	2023-05-12
2022-12-31	$2,011,795	232,309	-1.7%	Shares	Sole	2023-02-10
2022-09-30	$2,505,331	236,352	+11.2%	Shares	Sole	2022-11-14
2022-06-30	$2,260,861	212,487	+512.9%	Shares	Sole	2022-08-12
2022-03-31	$592,112	34,667	+258.6%	Shares	Sole	2022-05-11
2021-12-31	$188,023	9,667	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.