Position in DFH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,696
+$44,442 QoQ
Shares Held
12,439
+1.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 204 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026US BANCORP \DE\ holds $40,661,852 across 17 Residential Construction names. DFH ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
93,585 | $15,243,122 | |
| 2 | LEN |
Lennar Corp /New/
|
159,656 | $14,446,580 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
23,452 | $3,217,847 | |
| 4 | NVR |
Nvr Inc
|
431 | $2,936,574 | |
| 5 | TOL |
Toll Brothers, Inc.
|
7,821 | $1,288,509 | |
| 6 | KBH |
Kb Home
|
16,356 | $1,023,720 | |
| 7 | MTH |
Meritage Homes CORP
|
11,155 | $935,345 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,777 | $408,425 |
All Filings in DFH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,696 | 12,439 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $170,254 | 12,231 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $326,678 | 19,104 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $545,485 | 21,045 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $578,618 | 23,025 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $494,334 | 21,912 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $658,842 | 28,313 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $954,530 | 26,361 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $673,074 | 26,068 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $1,322,525 | 30,243 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,032,998 | 29,074 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $661,852 | 29,773 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $469,767 | 19,104 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $256,467 | 19,356 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $152,865 | 17,652 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $187,895 | 17,726 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $155,641 | 14,628 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $250,648 | 14,675 | Shares | Defined | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||