Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,485,555
+$896,439 QoQ
Shares Held
317,819
-3.6% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 204 holders
Holding Since
Mar 2021
22 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, 2026WELLS FARGO & COMPANY/MN holds $539,285,352 across 18 Residential Construction names. DFH ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
763,264 | $124,320,438 | |
| 2 | LEN |
Lennar Corp /New/
|
1,354,769 | $122,537,742 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
490,246 | $67,266,650 | |
| 4 | TOL |
Toll Brothers, Inc.
|
370,653 | $61,065,080 | |
| 5 | IBP |
Installed Building Products, Inc.
|
193,430 | $44,457,949 | |
| 6 | MTH |
Meritage Homes CORP
|
508,935 | $42,674,199 | |
| 7 | NVR |
Nvr Inc
|
4,912 | $33,467,418 | |
| 8 | SKY |
Champion Homes, Inc.
|
148,557 | $13,090,842 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,485,555 | 317,819 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,589,116 | 329,678 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,419,424 | 375,405 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,883,613 | 497,053 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,402,757 | 533,337 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,456,287 | 463,488 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,295,950 | 442,456 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,633,681 | 293,667 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,859,349 | 304,390 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $14,417,343 | 329,690 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,469,624 | 294,670 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,676,712 | 300,347 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,652,554 | 311,206 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,082,934 | 308,146 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,466,852 | 284,856 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,302,831 | 311,588 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,733,297 | 256,889 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,946,913 | 289,632 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,158 | 111 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,923 | 111 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $267,850 | 10,964 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $263,927 | 10,965 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||