Hood River Capital Management’s Dream Finders Homes DFH Stock Holding History

Hood River 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
2024 Q4	–	Sell	-828,368	Closed	-$30M	–	163
2024 Q3	$30M	Buy	+828,368	New	+$25.4M	0.48%	79
2024 Q2	–	Sell	-516,071	Closed	-$22.6M	–	150
2024 Q1	$22.6M	Buy	516,071 +98,922	+24%	+$3.48M	0.5%	68
2023 Q4	$14.8M	Sell	417,149 -228,941	-35%	-$5.7M	0.41%	78
2023 Q3	$14.4M	Buy	646,090 +530,528	+459%	+$13.8M	0.46%	75
2023 Q2	$2.84M	Buy	+115,562	New	+$2.08M	0.08%	93

Other funds holding DFH

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

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

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Hood River Capital Management's DFH Position: Q4 2024 in Review

Hood River Capital Management sold out of Dream Finders Homes (DFH) in Q4 2024, closing a stake of 828,368 shares — an estimated $30M sold.

Hood River Capital Management first reported a position in DFH in Q2 2023 and held it in 5 quarters. The position peaked at $30M in Q3 2024. 191 funds tracked by Wall St. Rank hold DFH as of Q4 2024.

Hood River Capital Management reported no remaining Dream Finders Homes position as of Q4 2024 after selling out during the quarter.
Hood River Capital Management sold 828,368 Dream Finders Homes shares in Q4 2024, an estimated $30M.
Hood River Capital Management first reported a position in Dream Finders Homes in Q2 2023 and held it in 5 quarters.
Hood River Capital Management's Dream Finders Homes position peaked at $30M in Q3 2024.
191 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2024.

Based on Hood River Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.