Position in DFH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$752,397
+$369,709 QoQ
Shares Held
43,592
+58.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#68
of 204 holders
Holding Since
Mar 2026
2 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, 2026ALLSTATE CORP holds $13,494,379 across 11 Residential Construction names. DFH ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
24,570 | $4,001,961 | |
| 2 | LEN |
Lennar Corp /New/
|
18,548 | $1,678,408 | |
| 3 | TOL |
Toll Brothers, Inc.
|
8,760 | $1,443,210 | |
| 4 | KBH |
Kb Home
|
19,378 | $1,212,869 | |
| 5 | MTH |
Meritage Homes CORP
|
13,666 | $1,145,894 | |
| 6 | SKY |
Champion Homes, Inc.
|
8,712 | $767,701 | |
| 7 | DFH |
Dream Finders Homes, Inc.
This page
|
43,592 | $752,397 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
4,868 | $667,938 |
All Filings in DFH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,397 | 43,592 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $382,688 | 27,492 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||