Kayne Anderson Rudnick Investment Management’s Dream Finders Homes DFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.4M	Sell	4,268,380 -156,196	-4%	-$2.78M	0.17%	114
2025 Q4	$75.7M	Sell	4,424,576 -885,798	-17%	-$18.1M	0.2%	112
2025 Q3	$138M	Sell	5,310,374 -613,519	-10%	-$16.9M	0.34%	86
2025 Q2	$149M	Sell	5,923,893 -76,356	-1%	-$1.72M	0.36%	82
2025 Q1	$135M	Sell	6,000,249 -9,525	-0.2%	-$223K	0.33%	83
2024 Q4	$140M	Buy	6,009,774 +594,592	+11%	+$18.2M	0.32%	84
2024 Q3	$196M	Buy	5,415,182 +697,959	+15%	+$21.4M	0.43%	66
2024 Q2	$122M	Sell	4,717,223 -151,894	-3%	-$4.8M	0.3%	91
2024 Q1	$213M	Sell	4,869,117 -396,607	-8%	-$14M	0.49%	62
2023 Q4	$187M	Sell	5,265,724 -723,782	-12%	-$18M	0.47%	67
2023 Q3	$133M	Sell	5,989,506 -44,897	-0.7%	-$1.17M	0.38%	79
2023 Q2	$148M	Sell	6,034,403 -6,029	-0.1%	-$109K	0.42%	70
2023 Q1	$80M	Buy	6,040,432 +279,730	+5%	+$3.3M	0.24%	113
2022 Q4	$49.9M	Sell	5,760,702 -76,080	-1%	-$762K	0.16%	132
2022 Q3	$61.9M	Buy	5,836,782 +1,040,923	+22%	+$12.5M	0.21%	118
2022 Q2	$51M	Buy	4,795,859 +357,266	+8%	+$5.64M	0.16%	130
2022 Q1	$75.8M	Buy	4,438,593 +2,989,140	+206%	+$57.4M	0.2%	124
2021 Q4	$28.2M	Buy	+1,449,453	New	+$25.3M	0.06%	180