GAMMA Investing LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 2010235 FOSTER CITY, CA

Position in DFH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$172,530

+$71,360 QoQ

Shares Held

9,996

+37.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#112

of 204 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

GAMMA Investing LLC holds $6,547,577 across 19 Residential Construction names. DFH ranks #11 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	12,528	$2,040,560
2	TOL	Toll Brothers, Inc.	3,756	$618,801
3	PHM	Pultegroup Inc/Mi/	4,505	$618,131
4	MTH	Meritage Homes CORP	5,365	$449,855
5	LEN	Lennar Corp /New/	4,790	$433,447
6	GRBK	Green Brick Partners, Inc.	4,778	$382,431
7	MHO	M/I Homes, Inc.	2,121	$341,035
8	IBP	Installed Building Products, Inc.	1,387	$318,788

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,530	9,996	+37.5%	Shares	Defined	2026-07-07
2026-03-31	$101,170	7,268	+2.7%	Shares	Defined	2026-04-06
2025-12-31	$120,999	7,076	-17.9%	Shares	Defined	2026-01-05
2025-09-30	$223,274	8,614	+18.6%	Shares	Defined	2025-10-02
2025-06-30	$182,468	7,261	+21.8%	Shares	Defined	2025-07-14
2025-03-31	$134,502	5,962	+907.1%	Shares	Defined	2025-04-15
2024-12-31	$13,775	592	+504.1%	Shares	Defined	2025-01-03
2024-09-30	$3,548	98	+216.1%	Shares	Defined	2024-10-07
2024-06-30	$800	31	-11.4%	Shares	Defined	2024-07-02
2024-03-31	$1,530	35	0.0%	Shares	Defined	2024-04-05
2023-12-31	$1,243	35	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.