Dream Finders Homes, Inc. (DFH): Cooke & Bieler L.P. cut its DFH stake below 5% (4.6%) 4.6%

4.6%

Stake

1.52M

Shares owned

Stake as of

Sep 30, 2026

Filed

Oct 23, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 6, 2026Company filing · Form 8-K · Material agreement, Reg FDSigned an important agreement, and shared information with investors
2. Aug 11, 2026Insider · 9 days before an 8-KDirector purchased ~$977K of DFH shares in the open market
3. Aug 12, 2026Insider · 8 days before an 8-KDirector purchased ~$111K of DFH shares in the open market
4. Aug 13, 2026Insider · 7 days before an 8-KDirector purchased ~$178K of DFH shares in the open market
5. Aug 20, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote
6. Aug 21, 2026Insider · First buy since 2022Director purchased ~$3.7K of DFH shares in the open market
7. Aug 24, 2026InsiderDirector purchased ~$3.7K of DFH shares in the open market
8. Aug 26, 2026Insider · Their largest buy since 2022Director purchased ~$15K of DFH shares in the open market
9. Sep 3, 2026Insider · Their largest buy since 2022Director purchased ~$20K of DFH shares in the open market
10. Sep 10, 2026InsiderDirector purchased ~$121K of DFH shares in the open market
11. Sep 14, 2026Company filing · Form 8-K · Material agreement, Unregistered sharesSigned an important agreement, and sold new shares without registering them (and 2 more items)

What came next

1. Oct 9, 2026Company filing · Form 8-K · New debtTook on new debt or obligations
2. Oct 20, 2026Company filing · Form 8-K · Acquisition or sale, Unregistered sharesCompleted buying or selling a business or assets, and sold new shares without registering them (and 2 more items)“On October 20, 2026 (the “Effective Time”), Dream Finders Homes, Inc., a Texas corporation (the “Company”), completed its previously announced acquisition of Beazer Homes USA, Inc., a Delaware corporation (“Beazer”), pursuant to the Agreement and Plan of Merger (the “Merger Agreement”), dated as of August 6, 2026, by and among the Company, Bulldogs Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary…”
3. Oct 23, 20265% stakeCooke & Bieler L.P. reported a passive stake (13G) of 4.6%
4. Oct 27, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 13.4%
5. Oct 29, 2026Company filing · Form 8-K · ResultsReported its results
6. Nov 4, 2026InsiderDirector purchased ~$11K of DFH shares in the open market

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Dream Finders Homes, Inc.

For Dream Finders Homes, Inc., OQRO holds 6 insider filings (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its DFH page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Dream Finders Homes, Inc.

• SEC Form 4Nov 6, 2026
• SEC Form 4Sep 14, 2026
• SEC Form 4Sep 4, 2026
• SEC Form 4Aug 27, 2026
• SEC Form 4Aug 24, 2026
• SEC Form 4Aug 24, 2026

Everything OQRO holds on this company is on its DFH page.