Position in DFH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$443,304
-$93,952 QoQ
Shares Held
25,684
-33.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 204 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $53,460,510 across 13 Residential Construction names. DFH ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
91,640 | $14,926,322 | |
| 2 | LEN |
Lennar Corp /New/
|
94,610 | $8,555,680 | |
| 3 | TOL |
Toll Brothers, Inc.
|
45,429 | $7,484,426 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
48,456 | $6,648,646 | |
| 5 | IBP |
Installed Building Products, Inc.
|
22,629 | $5,201,049 | |
| 6 | MHO |
M/I Homes, Inc.
|
12,631 | $2,030,938 | |
| 7 | SKY |
Champion Homes, Inc.
|
22,624 | $1,993,625 | |
| 8 | NVR |
Nvr Inc
|
284 | $1,935,004 |
All Filings in DFH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,304 | 25,684 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $537,256 | 38,596 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $649,355 | 37,974 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,265,621 | 48,828 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,757,391 | 69,932 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,249,164 | 99,697 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,885,009 | 81,006 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,300,710 | 63,538 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,118,426 | 82,046 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,966,896 | 113,581 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,603,613 | 157,715 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,617,310 | 162,722 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,416,659 | 179,612 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,823,565 | 288,571 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $408,050 | 47,119 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $608,673 | 57,422 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $538,905 | 50,649 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $874,923 | 51,225 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||