Position in DFH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,948,641
+$1,609,249 QoQ
Shares Held
344,649
+10.6% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 204 holders
Holding Since
Mar 2021
22 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, 2026GOLDMAN SACHS GROUP INC holds $2,284,546,402 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/
|
3,554,668 | $578,984,321 | |
| 2 | LEN |
Lennar Corp /New/
|
3,839,335 | $346,969,674 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
2,317,393 | $317,969,492 | |
| 4 | TOL |
Toll Brothers, Inc.
|
1,470,543 | $242,271,957 | |
| 5 | NVR |
Nvr Inc
|
30,477 | $207,651,987 | |
| 6 | MTH |
Meritage Homes CORP
|
1,443,063 | $121,000,831 | |
| 7 | SKY |
Champion Homes, Inc.
|
1,372,109 | $120,910,244 | |
| 8 | MHO |
M/I Homes, Inc.
|
596,306 | $95,880,040 |
All Filings in DFH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,948,641 | 344,649 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,339,392 | 311,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,880,431 | 460,844 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $6,871,443 | 265,102 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,208,435 | 366,432 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,728,334 | 519,873 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $11,140,652 | 478,756 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,155,724 | 142,384 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,139,358 | 160,316 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,853,041 | 133,845 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,922,088 | 222,969 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,448,550 | 65,162 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $1,063,000 | 43,229 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $1,002,719 | 75,677 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,416,801 | 163,603 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,381,127 | 130,295 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $567,441 | 53,331 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $1,456,804 | 85,293 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $806,708 | 41,476 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $494,130 | 28,513 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $640,139 | 26,203 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,913,950 | 79,516 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||