Position in DFH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$145,691
+$12,978 QoQ
Shares Held
8,441
-11.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#117
of 204 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026FIFTH THIRD BANCORP holds $56,671,694 across 17 Residential Construction names. DFH ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
89,486 | $14,575,479 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
61,926 | $8,496,866 | |
| 3 | MTH |
Meritage Homes CORP
|
74,061 | $6,210,014 | |
| 4 | NVR |
Nvr Inc
|
745 | $5,075,982 | |
| 5 | LEN |
Lennar Corp /New/
|
50,606 | $4,575,772 | |
| 6 | TOL |
Toll Brothers, Inc.
|
26,245 | $4,323,863 | |
| 7 | SKY |
Champion Homes, Inc.
|
37,159 | $3,274,451 | |
| 8 | LGIH |
LGI Homes, Inc.
|
38,495 | $2,451,361 |
All Filings in DFH
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,691 | 8,441 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $132,713 | 9,534 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $8,242 | 482 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $24,520 | 946 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,965 | 118 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,526 | 112 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,745 | 75 | Shares | Defined | 2025-01-21 | |
| 2023-12-31 | $3,304 | 93 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $2,067 | 93 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $2,286 | 93 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $1,232 | 93 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $805 | 93 | Shares | Defined | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||