Dream Finders Homes (DFH)

ANT JV Owner LLC • Century Homes Florida, LLC • CHF Construction, LLC • DF Looking Glass 2A, LLC • DF Looking Glass 2B, LLC • DF Tech Purchasing, LLC • DF Title, LLC • DFC Amelia Concourse Phase III, LLC • DFC Grand Landings, LLC • DFC Sterling Ranch, LLC ...

IRS number

852983036

DFH stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

Dream Finders Homes Closes Acquisition

23 Jan 25

8-K

Departure of Directors or Certain Officers

23 Dec 24

8-K

Regulation FD Disclosure

31 Oct 24

Dream Finders Announces Third Quarter 2024 Results

31 Oct 24

8-K

Dream Finders Homes Enters into Agreement to Acquire Alliant National Title Insurance

1 Aug 24

Dream Finders Announces Second Quarter 2024 Results

1 Aug 24

8-K

Submission of Matters to a Vote of Security Holders

14 Jun 24

8-K

Financial Statements and Exhibits

11 Jun 24

Latest ownership filings

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Patrick O. Zalupski

19 Dec 24

William Radford Lovett II

Notice of proposed sale of securities

5 Dec 24

Patrick O. Zalupski

25 Nov 24

William Radford Lovett II

22 Nov 24

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart DFH financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	232.85 mm	232.85 mm	232.85 mm	232.85 mm	232.85 mm	232.85 mm
Cash burn (monthly)	21.26 mm	10.87 mm	(no burn)	(no burn)	68.33 mm	28.64 mm
Cash used (since last report)	90.55 mm	46.30 mm	n/a	n/a	290.98 mm	121.96 mm
Cash remaining	142.30 mm	186.55 mm	n/a	n/a	-58.14 mm	110.89 mm
Runway (months of cash)	6.7	17.2	n/a	n/a	-0.9	3.9

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

DFH institutional ownership history Ownership history

28.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	196	183	+7.1%
Opened positions	45	29	+55.2%
Closed positions	32	51	-37.3%
Increased positions	62	72	-13.9%
Reduced positions	61	62	-1.6%

13F shares	Current	Prev Q	Change
Total value	914.92 bn	583.02 bn	+56.9%
Total shares	26.97 mm	24.12 mm	+11.8%
Total puts	67.20 k	45.80 k	+46.7%
Total calls	108.80 k	60.80 k	+78.9%
Total put/call ratio	0.6	0.8	-18.0%

Largest owners	Shares	Value	Change
Kayne Anderson Rudnick Investment Management	5.42 mm	$196.08 bn	+14.8%
Vanguard	2.52 mm	$91.34 bn	+12.6%
BlackRock	2.30 mm	$83.26 bn	NEW
Cooke & Bieler	1.84 mm	$66.46 bn	-1.6%
Arcus Capital Partners	1.70 mm	$61.62 bn	-5.3%
BOC Boston Omaha	1.23 mm	$21.77 mm	0.0%
STT State Street	1.16 mm	$42.10 bn	-6.8%
Hood River Capital Management	828.37 k	$30.00 bn	NEW
JHG Janus Henderson	689.69 k	$24.97 bn	+2502.1%
BAC Bank of America	671.98 k	$24.33 bn	+1572.9%

Largest transactions	Shares	Bought/sold	Change
BlackRock	2.30 mm	+2.30 mm	NEW
BLK BlackRock	0.00	-2.15 mm	EXIT
Hood River Capital Management	828.37 k	+828.37 k	NEW
Kayne Anderson Rudnick Investment Management	5.42 mm	+697.96 k	+14.8%
JHG Janus Henderson	689.69 k	+663.18 k	+2502.1%
BAC Bank of America	671.98 k	+631.81 k	+1572.9%
FHI Federated Hermes	0.00	-348.80 k	EXIT
Vanguard	2.52 mm	+281.64 k	+12.6%
Qube Research & Technologies	70.42 k	-212.07 k	-75.1%
American Century Companies	6.62 k	-210.94 k	-97.0%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

DFH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
18 Dec 24	Patrick O. Zalupski	Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	26.92	7,859	211.56 k	1,937,914
18 Dec 24	Patrick O. Zalupski	Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	25.93	10,580	274.34 k	1,945,773
17 Dec 24	Patrick O. Zalupski	Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	28.21	3,248	91.63 k	1,956,353
17 Dec 24	Patrick O. Zalupski	Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	27.3	14,966	408.57 k	1,959,601
6 Dec 24	William Radford Lovett II	Class A common stock, par value $0.01 per share	Sell	Dispose S	Yes	No	31.44	1,500	47.16 k	4,540,959
6 Dec 24	William Radford Lovett II	Class A common stock, par value $0.01 per share	Sell	Dispose S	Yes	No	30.35	8,354	253.54 k	4,542,459
5 Dec 24	William Radford Lovett II	Class A common stock, par value $0.01 per share	Sell	Dispose S	Yes	No	32.19	682	21.95 k	4,550,813
5 Dec 24	William Radford Lovett II	Class A common stock, par value $0.01 per share	Sell	Dispose S	Yes	No	31.54	7,135	225.04 k	4,551,495
5 Dec 24	Patrick O. Zalupski	Prepaid Variable Forward Sale Contract Class A Common Stock	Other	Acquire J	No	No	0	1,000,000	0.00	1,000,000
4 Dec 24	Patrick O. Zalupski	Class A common stock, par value $0.01 per share	Sell	Dispose S	No	No	33.16	2,849	94.47 k	1,974,567