Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,046,252
+$1,220,216 QoQ
Shares Held
292,367
+6.4% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 204 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in DFH Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NORTHERN TRUST CORP holds $1,635,156,662 across 18 Residential Construction names. DFH ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
2,746,152 | $447,293,233 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
1,947,246 | $267,181,619 | |
| 3 | LEN |
Lennar Corp /New/
|
2,098,090 | $189,800,555 | |
| 4 | NVR |
Nvr Inc
|
24,743 | $168,583,949 | |
| 5 | TOL |
Toll Brothers, Inc.
|
863,447 | $142,252,890 | |
| 6 | IBP |
Installed Building Products, Inc.
|
311,566 | $71,610,326 | |
| 7 | MTH |
Meritage Homes CORP
|
793,553 | $66,539,416 | |
| 8 | KBH |
Kb Home
|
954,307 | $59,730,071 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,046,252 | 292,367 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,826,036 | 274,859 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,582,610 | 267,989 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,785,381 | 300,362 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,684,524 | 305,791 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,050,251 | 268,185 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,940,415 | 298,256 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $9,567,151 | 264,213 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,133,196 | 198,807 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,823,270 | 201,767 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,343,196 | 206,676 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,601,231 | 206,983 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,992,236 | 203,019 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,400,290 | 181,154 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,565,459 | 180,769 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,920,602 | 181,189 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,978,219 | 185,923 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $612,864 | 35,882 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $717,374 | 36,883 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $544,508 | 31,420 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $495,953 | 20,301 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $488,645 | 20,301 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||