Position in DFH
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,382
+$2,965 QoQ
Shares Held
196
+553.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 204 holders
Holding Since
Dec 2025
3 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, 2026Essential Partners LLC holds $969,018 across 18 Residential Construction names. DFH ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
2,655 | $437,411 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,037 | $142,286 | |
| 3 | NVR |
Nvr Inc
|
16 | $109,014 | |
| 4 | LEN |
Lennar Corp /New/
|
1,204 | $108,935 | |
| 5 | DHI |
Horton D R Inc /De/
|
641 | $104,406 | |
| 6 | LGIH |
LGI Homes, Inc.
|
279 | $17,766 | |
| 7 | MTH |
Meritage Homes CORP
|
146 | $12,242 | |
| 8 | KBH |
Kb Home
|
177 | $11,078 |
All Filings in DFH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,382 | 196 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417 | 30 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $153 | 9 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||