
What smart money is saying about Dream Finders Homes
1 fund in our archive has pitched Dream Finders Homes — most recently Cooke & Bieler Small Cap Value Equity Strategy in September 2026.
Dream Finders Homes, Inc. serves as a holding entity for Dream Finders Holdings LLC, operating primarily in the residential construction industry throughout the United States. The company focuses on designing, building, and selling a variety of single-family homes, ranging from starter homes to properties for first-time and second-time move-up buyers. Its development activities span major metropolitan areas including Charlotte, Raleigh, Jacksonville, Orlando, Denver, the greater Washington D.C. area, Austin, Dallas, and Houston. Beyond home construction, Dream Finders Homes is also a licensed mortgage broker, responsible for underwriting, originating, and selling mortgages to Prime Lending. Furthermore, it delivers insurance agency services, encompassing closing, escrow, and title insurance, in addition to broader mortgage banking solutions. The sale of its homes is handled by both its internal sales team and independent real estate brokers. The company was founded in 2008 and its main office is situated in Jacksonville, Florida.
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Position history
Every position in Dream Finders Homes on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- September 2026
“Conversely, Industrials and Consumer Discretionary holdings, especially those with construction and housing exposure such as ESAB and Dream Finders Homes, weighed on relative performance.”
Dream Finders Homes
Fund coverage · 1 thesis
- Cooke & Bieler Small Cap Value Equity StrategySeptember 2026
Dream Finders Homes is a top 15 U.S. homebuilder, and the acquisition of Beazer Homes should create scale, synergies, and lower leverage.
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