Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$730,494
+$236,458 QoQ
Shares Held
42,323
+46.5% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#70
of 204 holders
Holding Since
Dec 2025
2 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, 2026VARCOV Co. holds $2,986,101 across 2 Residential Construction names. DFH ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SKY |
Champion Homes, Inc.
|
25,597 | $2,255,607 | |
| 2 | DFH |
Dream Finders Homes, Inc.
This page
|
42,323 | $730,494 |
All Filings in DFH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,494 | 42,323 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $494,036 | 28,891 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||