De Lisle Partners LLP

Position in DFH — Dream Finders Homes, Inc.

CIK 2011184 POOLE, X0

Position in DFH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,315,384

-$1,616,462 QoQ

Shares Held

94,496

-44.9% QoQ

Ownership

0.104%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

De Lisle Partners LLP holds $16,517,747 across 2 Residential Construction names.

#	Ticker	Company	Shares	Value (USD)	Open
1	TOL	Toll Brothers, Inc.	95,000	$15,651,250
2	MHO	M/I Homes, Inc.	5,389	$866,497

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,315,384	94,496	-44.9%	Shares	Sole	2026-05-13
2025-12-31	$2,931,846	171,453	+13.9%	Shares	Sole	2026-02-13
2025-09-30	$3,901,011	150,502	0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,782,115	150,502	0.0%	Shares	Sole	2025-08-13
2025-03-31	$3,395,325	150,502	-13.0%	Shares	Sole	2025-05-08
2024-12-31	$4,024,383	172,943	0.0%	Shares	Sole	2025-02-13
2024-09-30	$6,262,266	172,943	+13.1%	Shares	Sole	2024-11-14
2024-06-30	$3,948,988	152,943	+156.9%	Shares	Sole	2024-08-09
2024-03-31	$2,603,115	59,527	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.