DREAM FINDERS HOMES INC DFH
COM CL A · Common Stock · CUSIP 26154D100 · ISIN US26154D1000
- SectorIndustrials
- IndustryOperative Builders
- HeadquartersJacksonville, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($378.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.20. Options: 7 managers hold calls ($4.2m notional), 6 hold puts ($2.5m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 93 |
| Q1 2023 | 95 |
| Q2 2023 | 111 |
| Q3 2023 | 139 |
| Q4 2023 | 185 |
| Q1 2024 | 213 |
| Q2 2024 | 185 |
| Q3 2024 | 196 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 40 | 44 |
| Q1 2023 | 52 | 34 |
| Q2 2023 | 65 | 40 |
| Q3 2023 | 80 | 44 |
| Q4 2023 | 111 | 57 |
| Q1 2024 | 123 | 83 |
| Q2 2024 | 97 | 116 |
| Q3 2024 | 98 | 92 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $4.5m | $2.7m | 0.59 |
| Q1 2024 | $8.5m | $6.4m | 0.76 |
| Q2 2024 | $1.9m | $1.2m | 0.65 |
| Q3 2024 | $4.2m | $2.5m | 0.60 |
Biggest buyers
| Hood River Capital Management LLC | New | +828.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +698.0k |
| JANUS HENDERSON GROUP PLC | Added | +663.2k |
| BANK OF AMERICA CORP /DE/ | Added | +631.8k |
| VANGUARD GROUP INC | Added | +281.6k |
| CITADEL ADVISORS LLC | Added | +123.7k |
| MORGAN STANLEY | Added | +121.1k |
| Invesco Ltd. | Added | +116.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +104.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +96.9k |
Biggest sellers
| FEDERATED HERMES, INC. | Sold out | -348.8k |
| Qube Research & Technologies Ltd | Reduced | -212.1k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -210.9k |
| Allspring Global Investments Holdings, LLC | Reduced | -156.3k |
| Arcus Capital Partners, LLC | Reduced | -94.7k |
| STATE STREET CORP | Reduced | -84.5k |
| JPMORGAN CHASE & CO | Reduced | -84.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Sold out | -60.0k |
| FIRST TRUST ADVISORS LP | Reduced | -56.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -53.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m49.8k shares |
| CITADEL ADVISORS LLC | Unchanged | $1.6m43.8k shares |
| WOLVERINE TRADING, LLC | New | $289.6k7.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $286.0k7.9k shares |
| PEAK6 Investments LLC | New | $264.3k7.3k shares |
| GROUP ONE TRADING LLC | New | $18.1k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m42.5k shares |
| CITADEL ADVISORS LLC | Added | $688.0k19.0k shares |
| WOLVERINE TRADING, LLC | New | $209.0k5.7k shares |
| SIMPLEX TRADING, LLC | Added | $90.0k2.5k shares |
| GROUP ONE TRADING LLC | Reduced | $3.6k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Zalupski Patrick O. 13G · exempt (held before listing) +1.0 pts · filed 2026-05-08 | 65.3% |
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 13.4% |
| Lovett William Radford II 13G · exempt (held before listing) -1.4 pts · filed 2026-08-13 | 9.7% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.1% |
Fell to 5% or below in the last year: COOKE & BIELER LP (4.6%, 2026-10-23), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (9.1%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 1 | $3.1k | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 2 | $2.0m | — |
| Q3 2023 | 0 | — | 2 | $1.3m | — |
| Q4 2023 | 0 | — | 3 | $7.7m | $7.7m |
| Q1 2024 | 0 | — | 5 | $19.0m | $13.7m |
| Q2 2024 | 0 | — | 1 | $8.3m | $8.3m |
| Q3 2024 | 0 | — | 2 | $19.3m | $15.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-24 | Zalupski Patrick O. President and CEO, director | Sold plan | $1.3m36.8k shares |
| 2024-09-23 | Zalupski Patrick O. President and CEO, director | Sold plan | $1.2m33.0k shares |
| 2024-09-20 | Lovett William Radford II Director · See Footnote | Sold plan | $1.1m29.6k shares |
| 2024-09-19 | Lovett William Radford II Director · See Footnote | Sold plan | $1.2m32.7k shares |
| 2024-09-16 | Lovett William Radford II Director · See Footnote | Sold | $1.0m30.0k shares |
| 2024-09-13 | Lovett William Radford II Director · See Footnote | Sold | $1.4m40.0k shares |
| 2024-09-12 | Lovett William Radford II Director · See Footnote | Sold | $976.5k30.0k shares |
| 2024-09-11 | Zalupski Patrick O. President and CEO, director | Sold plan | $838.0k27.0k shares |
| 2024-09-10 | Zalupski Patrick O. President and CEO, director | Sold plan | $829.5k26.9k shares |
| 2024-09-06 | Lovett William Radford II Director | Sold plan | $340.1k11.3k shares |
| 2024-09-05 | Lovett William Radford II Director | Sold plan | $264.3k8.7k shares |
| 2024-08-27 | Zalupski Patrick O. President and CEO, director | Sold plan | $1.3m38.6k shares |
| 2024-08-26 | Zalupski Patrick O. President and CEO, director | Sold plan | $1.8m54.7k shares |
| 2024-08-23 | Lovett William Radford II Director · See Footnote | Sold plan | $920.1k27.8k shares |
| 2024-08-22 | Lovett William Radford II Director · See Footnote | Sold plan | $506.0k16.5k shares |
| 2024-08-15 | Zalupski Patrick O. President and CEO, director | Sold plan | $566.5k19.6k shares |
| 2024-08-14 | Zalupski Patrick O. President and CEO, director | Sold plan | $337.8k11.8k shares |
| 2024-08-07 | Lovett William Radford II Director · See Footnote | Sold plan | $22.4k798 shares |
| 2024-07-24 | Zalupski Patrick O. President and CEO, director | Sold plan | $426.0k13.9k shares |
| 2024-07-23 | Zalupski Patrick O. President and CEO, director | Sold plan | $1.5m49.3k shares |
| 2024-07-19 | Lovett William Radford II Director · See Footnote | Sold plan | $301.3k9.7k shares |
| 2024-07-18 | Lovett William Radford II Director · See Footnote | Sold plan | $771.7k24.8k shares |
| 2024-07-09 | Zalupski Patrick O. President and CEO, director | Sold plan | $87.7k3.5k shares |
| 2024-07-08 | Zalupski Patrick O. President and CEO, director | Sold plan | $165.7k6.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.43% of their portfolio | 5.4m $196.1m | Added +698.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $91.3m | Added +281.6k |
| BlackRock, Inc. 0.00% of their portfolio | 2.3m $83.3m | First filing |
| COOKE & BIELER LP 0.60% of their portfolio | 1.8m $66.5m | Reduced -30.7k |
| Arcus Capital Partners, LLC 22.31% of their portfolio | 1.7m $61.6m | Reduced -94.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $42.1m | Reduced -84.5k |
| Hood River Capital Management LLC 0.48% of their portfolio | 828.4k $30.0m | New |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 689.7k $25.0m | Added +663.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 672.0k $24.3m | Added +631.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 622.3k $22.5m | Added +39.1k |
| Fenimore Asset Management Inc 0.41% of their portfolio | 560.8k $20.3m | Added +70.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 525.0k $19.0m | Added +104.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 327.6k $11.9m | Reduced -15.5k |
| MORGAN STANLEY 0.00% of their portfolio | 321.6k $11.6m | Added +121.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 293.7k $10.6m | Reduced -10.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 264.2k $9.6m | Added +65.4k |
| WASATCH ADVISORS LP 0.04% of their portfolio | 240.4k $8.7m | Reduced -47.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 226.7k $8.2m | Added +10.4k |
| HENNESSY ADVISORS INC 0.26% of their portfolio | 220.6k $8.0m | Added +24.7k |
| DENALI ADVISORS LLC 0.85% of their portfolio | 218.2k $7.9m | Added +77.8k |
| AXIOM INVESTORS LLC /DE 0.06% of their portfolio | 185.7k $6.7m | Added +11.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 184.3k $6.7m | Added +123.7k |
| GREAT LAKES ADVISORS, LLC 0.05% of their portfolio | 174.6k $6.3m | Reduced -10.6k |
| De Lisle Partners LLP 1.02% of their portfolio | 172.9k $6.3m | Added +20.0k |
| Invesco Ltd. 0.00% of their portfolio | 163.5k $5.9m | Added +116.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 148.3k $5.4m | Added +32.5k |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 0.94% of their portfolio | 143.2k $5.2m | Reduced -32 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 142.4k $5.2m | Reduced -17.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 125.0k $4.5m | Reduced -21.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 124.9k $4.5m | Added +1.4k |
| Bretton Capital Management, LLC 4.30% of their portfolio | 124.5k $4.5m | First filing |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 121.3k $4.0m | Reduced -3.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 118.6k $4.3m | Reduced -53.1k |
| Elgethun Capital Management 0.99% of their portfolio | 116.0k $4.2m | Added +23.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 115.6k $4.2m | Reduced -5.7k |
| TOWNSQUARE CAPITAL LLC 0.05% of their portfolio | 104.1k $3.8m | Reduced -6.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 96.9k $3.5m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 93.5k $3.4m | Added +13.6k |
| BARCLAYS PLC 0.00% of their portfolio | 92.4k $3.3m | Added +28.8k |
| Epoch Investment Partners, Inc. 0.01% of their portfolio | 91.7k $3.3m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 80.7k $2.9m | Added +1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 75.7k $2.7m | Added +23.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 74.4k $2.7m | Reduced -52.2k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 71.7k $2.6m | Added +13.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 70.4k $2.5m | Reduced -212.1k |
| JACKSON SQUARE CAPITAL, LLC 0.63% of their portfolio | 70.0k $2.5m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 68.4k $2.5m | Reduced -19.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 66.5k $2.4m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 63.5k $2.3m | Reduced -18.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 56.7k $2.1m | Reduced -51.5k |
| Redwood Investments, LLC 0.60% of their portfolio | 56.0k $2.0m | Added +10.2k |
| Swiss National Bank 0.00% of their portfolio | 53.9k $2.0m | Added +3.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 53.7k $1.9m | Reduced -56.1k |
| CITIGROUP INC 0.00% of their portfolio | 52.0k $1.9m | Added +26.0k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 48.8k $1.8m | Added +1.8k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 44.7k $1.6m | Added +20.6k |
| Campbell & CO Investment Adviser LLC 0.11% of their portfolio | 42.4k $1.5m | Added +1.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 39.7k $1.4m | Reduced -1.1k |
| UBS Group AG 0.00% of their portfolio | 39.4k $1.4m | Added +22.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 34.0k $1.2m | Reduced -3.3k |
| Giverny Capital Inc. 0.04% of their portfolio | 32.2k $1.2m | Unchanged |
| ZACKS INVESTMENT MANAGEMENT 0.01% of their portfolio | 30.9k $1.1m | Reduced -874 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 28.4k $1.0m | Reduced -2.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.6k $964.1k | Added +25.5k |
| US BANCORP \DE\ 0.00% of their portfolio | 26.4k $954.5k | Added +293 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 26.1k $946.0k | Added +719 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 25.9k $937.9k | Reduced -84.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 25.3k $916.9k | Added +746 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 24.9k $899.8k | Unchanged |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 24.5k $886.8k | Reduced -26.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 24.5k $885.7k | Reduced -7.9k |
| Legal & General Group Plc 0.00% of their portfolio | 24.1k $876.1k | Added +676 |
| Berkeley, Inc 0.25% of their portfolio | 23.9k $865.3k | New |
| Quent Capital, LLC 0.09% of their portfolio | 23.8k $863.1k | Unchanged |
| Harvest Investment Services, LLC 0.25% of their portfolio | 22.0k $795.4k | New |
| AZZAD ASSET MANAGEMENT INC /ADV 0.09% of their portfolio | 21.8k $790.9k | Added +4.7k |
| Bleakley Financial Group, LLC 0.02% of their portfolio | 21.2k $768.3k | Reduced -348 |
| M&T Bank Corp 0.00% of their portfolio | 21.1k $763.3k | Added +316 |
| NORDEN GROUP LLC 0.09% of their portfolio | 20.8k $753.1k | Added +8.0k |
| DANSKE BANK A/S 0.00% of their portfolio | 19.8k $716.8k | Reduced -15.3k |
| Vestcor Inc 0.02% of their portfolio | 17.8k $645.0k | New |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 17.5k $632.7k | Reduced -1.3k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 16.4k $594.5k | Unchanged |
| Cannon Global Investment Management, LLC 1.39% of their portfolio | 16.0k $579.4k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.9k $575.4k | Reduced -5.4k |
| Mariner, LLC 0.00% of their portfolio | 15.7k $568.1k | Added +2.8k |
| Portside Wealth Group, LLC 0.10% of their portfolio | 15.4k $559.1k | Reduced -1.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 15.3k $555.4k | Added +2.3k |
| Atria Investments, Inc 0.01% of their portfolio | 15.0k $542.5k | Reduced -6.0k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 15.0k $541.5k | Reduced -91 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 14.1k $511.9k | Reduced -540 |
| ANCHOR CAPITAL ADVISORS LLC 0.01% of their portfolio | 14.0k $508.2k | Reduced -4.4k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 12.3k $445.8k | Reduced -3.6k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.9k $429.3k | New |
| Numerai GP LLC 0.11% of their portfolio | 11.6k $420.4k | New |
| PDT Partners, LLC 0.04% of their portfolio | 11.4k $412.7k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.3k $409.0k | Reduced -13.3k |
| LPL Financial LLC 0.00% of their portfolio | 11.3k $408.1k | Reduced -1.9k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 11.2k $406.0k | Added +189 |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 10.7k $387.0k | Added +5.4k |