Dark Forest Capital Management’s Dream Finders Homes DFH Stock Holding History

Dark Forest Capital 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	$376K	Buy	+27,026	New	+$480K	0.03%	622
2025 Q4	–	Sell	-52,014	Closed	-$1.35M	–	1059
2025 Q3	$1.35M	Buy	+52,014	New	+$1.43M	0.05%	621
2024 Q3	–	Sell	-21,302	Closed	-$550K	–	1001
2024 Q2	$550K	Buy	21,302 +6,352	+42%	+$201K	0.1%	245
2024 Q1	$654K	Sell	14,950 -9,879	-40%	-$348K	0.11%	191
2023 Q4	$882K	Sell	24,829 -12,764	-34%	-$318K	0.13%	129
2023 Q3	$836K	Buy	37,593 +17,711	+89%	+$460K	0.06%	489
2023 Q2	$489K	Buy	+19,882	New	+$358K	0.05%	637
2023 Q1	–	Sell	-11	Closed	-$95	–	1237
2022 Q4	$95	Buy	+11	New	+$110	﹤0.01%	1079

Other funds holding DFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Dark Forest Capital Management's DFH Position: Q1 2026 in Review

Dark Forest Capital Management opened a new position in Dream Finders Homes (DFH) in Q1 2026: 27,026 shares worth $376K. The stake represents 0.03% of the portfolio and ranks #622 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in DFH as recently as Q3 2025.

Dark Forest Capital Management first reported a position in DFH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.35M in Q3 2025. 192 funds tracked by Wall St. Rank hold DFH as of Q1 2026.

Dark Forest Capital Management held 27,026 shares of Dream Finders Homes worth $376K as of Q1 2026.
Dream Finders Homes was a new Dark Forest Capital Management position in Q1 2026.
Dream Finders Homes made up 0.03% of Dark Forest Capital Management's portfolio in Q1 2026, its #622 holding.
Dark Forest Capital Management first reported a position in Dream Finders Homes in Q4 2022 and has held it in 8 quarters since.
Dark Forest Capital Management's Dream Finders Homes position peaked at $1.35M in Q3 2025.
192 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.