Francois Rochon
Giverny Capital
Francois Rochon Dream Finders HomesInc stake
total: 126
Giverny Capital DFH trades
- Total transactions:
- 2
- New positions:
- 1
- Sold out:
- 1
- Held since:
- 2023 Q4
- Held for:
- 9 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Francois Rochon doesn't hold any Dream Finders HomesInc (DFH) shares. To date, the estimated cost basis is nearly $35.53 for "buy" trades and estimated average "sell" price is $17.1. Giverny Capital first purchased DFH in 2023 Q4, initially acquiring 32,202 shares. Since the initial investment in Dream Finders HomesInc (DFH), Giverny Capital has made 1 more transaction.
When did Francois Rochon sell Dream Finders HomesInc (DFH)?
Francois Rochon sold off the entire Dream Finders HomesInc (DFH) position in 2026 Q1.
When did Francois Rochon buy Dream Finders HomesInc (DFH)?
Francois Rochon first invested in Dream Finders HomesInc (DFH) in 2023 Q4 at the reported quarter-end price of $35.53 per share.
What's the cost basis of Giverny Capital's DFH stake?
The estimated cost basis for Dream Finders HomesInc (DFH) stake is around $35.53 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $35.53
- Weighted AVG sell price:
- $17.10
Francois Rochon's historical trades in Dream Finders HomesInc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$17.10
|
|
-100% (-32,202)
|
-0.02%
|
|
2023 Q4
|
0.05%
|
32,202
|
$35.53
|
$1,144,137
|
new
|
+0.05%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.