Position in DFH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,614,977
+$4,439,002 QoQ
Shares Held
267,380
+2015.0% QoQ
Ownership
0.295%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 204 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,000,240,802 across 18 Residential Construction names. DFH ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,528,245 | $248,920,536 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,080,884 | $178,075,634 | |
| 3 | LEN |
Lennar Corp /New/
|
1,838,416 | $166,311,811 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
1,095,171 | $150,268,405 | |
| 5 | NVR |
Nvr Inc
|
12,070 | $82,237,730 | |
| 6 | MHO |
M/I Homes, Inc.
|
271,728 | $43,691,141 | |
| 7 | MTH |
Meritage Homes CORP
|
412,023 | $34,548,124 | |
| 8 | CVCO |
Cavco Industries, Inc.
|
37,102 | $22,794,724 |
All Filings in DFH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,614,977 | 267,380 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $175,975 | 12,642 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $685,076 | 40,063 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $369,099 | 14,240 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $458,445 | 18,243 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $890,306 | 39,464 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,173,044 | 93,384 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $468,955 | 12,951 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,423,660 | 55,138 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,957,485 | 44,763 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $573,381 | 16,138 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $368,284 | 16,567 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $464,628 | 18,895 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $216,650 | 16,351 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $406,727 | 47,255 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $568,551 | 53,637 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $623,736 | 58,622 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,315 | 77 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $240,848 | 12,383 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $7,475 | 306 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,203 | 507 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||