Balyasny Asset Management
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Balyasny Asset Management’s Dream Finders Homes DFH Stock Holding History

Balyasny Asset Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Sell
109,466
-11,304
-9% -$201K ﹤0.01% 1907
2025
Q4 		$2.07M Buy
120,770
+72,448
+150% +$1.48M ﹤0.01% 1844
2025
Q3 		$1.25M Buy
48,322
+25,282
+110% +$694K ﹤0.01% 2023
2025
Q2 		$579K Buy
23,040
+6,018
+35% +$135K ﹤0.01% 2231
2025
Q1 		$384K Sell
17,022
-30,028
-64% -$702K ﹤0.01% 2362
2024
Q4 		$1.09M Buy
+47,050
New +$1.44M ﹤0.01% 1908
2022
Q2 		– Sell
-15,998
Closed -$273K – 2838
2022
Q1 		$273K Buy
+15,998
New +$307K ﹤0.01% 1950

Other funds holding DFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Balyasny Asset Management's DFH Position: Q1 2026 in Review

Balyasny Asset Management reduced its Dream Finders Homes (DFH) stake by 9.4% in Q1 2026, selling an estimated $201K and leaving 109,466 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Balyasny Asset Management first reported a position in DFH in Q1 2022 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

  • Balyasny Asset Management held 109,466 shares of Dream Finders Homes worth $1.52M as of Q1 2026.
  • Balyasny Asset Management sold 11,304 Dream Finders Homes shares in Q1 2026, an estimated $201K.
  • Dream Finders Homes made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1907 holding.
  • Balyasny Asset Management first reported a position in Dream Finders Homes in Q1 2022 and has held it in 7 quarters since.
  • Balyasny Asset Management's Dream Finders Homes position peaked at $2.07M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.