Position in DFH
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$88,630
+$43,780 QoQ
Shares Held
5,135
+59.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#126
of 204 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Versant Capital Management, Inc holds $3,036,325 across 17 Residential Construction names. DFH ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 13,244 | $950,124 | |||
| 2 | PHM |
Pultegroup Inc/Mi/
|
4,139 | $567,912 | |
| 3 | TOL |
Toll Brothers, Inc.
|
1,452 | $239,217 | |
| 4 | LEN |
Lennar Corp /New/
|
2,357 | $213,284 | |
| 5 | DHI |
Horton D R Inc /De/
|
1,218 | $198,387 | |
| 6 | NVR |
Nvr Inc
|
23 | $156,708 | |
| 7 | LGIH |
LGI Homes, Inc.
|
2,314 | $147,355 | |
| 8 | MTH |
Meritage Homes CORP
|
1,351 | $113,281 |
All Filings in DFH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,630 | 5,135 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $44,850 | 3,222 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $21,682 | 1,268 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,462 | 95 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,387 | 95 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $5,617 | 249 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $2,210 | 95 | Shares | Sole | 2025-01-03 | |
| No filing history on record for this holder in this stock. | ||||||