Position in DFH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,209
+$1,820 QoQ
Shares Held
128
+357.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 204 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SJS Investment Consulting Inc. holds $255,918 across 18 Residential Construction names. DFH ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
9 | $61,320 | |
| 2 | TOL |
Toll Brothers, Inc.
|
365 | $60,133 | |
| 3 | LEN |
Lennar Corp /New/
|
558 | $50,493 | |
| 4 | DHI |
Horton D R Inc /De/
|
207 | $33,715 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
126 | $17,288 | |
| 6 | KBH |
Kb Home
|
202 | $12,642 | |
| 7 | CVCO |
Cavco Industries, Inc.
|
8 | $4,915 | |
| 8 | SKY |
Champion Homes, Inc.
|
52 | $4,582 |
All Filings in DFH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209 | 128 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $389 | 28 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $512 | 30 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,191 | 46 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,155 | 46 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $22 | 1 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $69 | 3 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $144 | 4 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $103 | 4 | Shares | Defined | 2024-07-16 | |
| 2024-03-31 | $174 | 4 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $71 | 2 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $44 | 2 | Shares | Defined | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||