DARK FOREST CAPITAL MANAGEMENT LP
Position in DFH — Dream Finders Homes, Inc.
CIK 1853322
NEW YORK, NY
Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,965
-$136,236 QoQ
Shares Held
13,903
-48.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#98
of 204 holders
Holding Since
Dec 2022
9 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $15,338,377 across 7 Residential Construction names. DFH ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
938 | $6,390,969 | |
| 2 | CVCO |
Cavco Industries, Inc.
|
5,698 | $3,500,737 | |
| 3 | DHI |
Horton D R Inc /De/
|
14,700 | $2,394,336 | |
| 4 | MTH |
Meritage Homes CORP
|
27,162 | $2,277,533 | |
| 5 | IBP |
Installed Building Products, Inc.
|
2,327 | $534,837 | |
| 6 | DFH |
Dream Finders Homes, Inc.
This page
|
13,903 | $239,965 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
3,594 | $0 |
All Filings in DFH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,965 | 13,903 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $376,201 | 27,026 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,348,202 | 52,014 | Shares | Sole | 2025-11-17 | |
| 2024-06-30 | $550,017 | 21,302 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $653,763 | 14,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $882,174 | 24,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $835,692 | 37,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $488,898 | 19,882 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $95 | 11 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||