Smart Money Radar / Tickers / DFH

DFH Consumer Durables & Apparel

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
47
of 192 total, index funds excluded
This quarter
+16
27 out
Conviction
n/a
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2021Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $424M held
FundValueNote
BlackRock, Inc. $65M
KAYNE ANDERSON RUDNICK INVE… $59M
COOKE & BIELER LP $39M
JANUS HENDERSON GROUP PLC $26M
STATE STREET CORP $24M
VANGUARD PORTFOLIO MANAGEME… $20M
DIMENSIONAL FUND ADVISORS LP $20M
VANGUARD CAPITAL MANAGEMENT… $17M
GEODE CAPITAL MANAGEMENT, L… $10M
Elgethun Capital Management $7M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.