Monitor for any future 13D conversion or additional stake changes by Cooke & Bieler. A 4.6% stake is below the 5% threshold for activist filing requirements, but any increase above 5% would require a 13D filing if intent changes.
Price Chart
Executive Summary
Cooke & Bieler LP filed an amended Schedule 13G disclosing a 4.6% passive stake in Dream Finders Homes as of September 30, 2026. The filing shows a reduction from the prior 13G filing by William Radford Lovett II (filed February 2026), but no prior Cooke & Bieler stake was on file for comparison. The stake remains above 5% threshold, indicating continued passive investment.
Key Financial Metrics
Key Facts
- Cooke & Bieler LP reported beneficial ownership of 1,518,544 shares of Class A Common Stock (4.6% of shares outstanding) as of September 30, 2026.
- The filing is an amendment to Schedule 13G, indicating passive investment intent under Rule 13d-1(b).
- No prior Cooke & Bieler 13G filing was found in the provided documents, so the direction of change cannot be determined from this filing alone.
- The prior cross-filing (SC 13G/A by William Radford Lovett II, filed February 2026) showed a different filer and is not comparable.
Financial Impact
No financial impact; passive stake disclosure with no material change in ownership structure.
Risk Factors
- Passive stake filing — no indication of activist intent or material change in ownership.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001172661-26-004675 |
| Document: 0001172661-26-004675-index.html | 0001172661-26-004675 |
| Document: 0001172661-26-004675.txt | 0001172661-26-004675 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | SC 13G/A | $10.25 | awaiting T+60 | — | $10.08 (−1.66%) |
Oct 22, 2026 4d ago | 8-K | $10.25 | awaiting T+60 | — | $10.08 (−1.66%) |
Oct 20, 2026 6d ago | 8-K | $9.02 | awaiting T+60 | — | $10.08 (+11.75%) |
Oct 13, 2026 14d ago | 8-K | $9.22 | awaiting T+60 | — | $10.08 (+9.33%) |
Sep 14, 2026 6w ago | Insider Cluster | $12.54 | awaiting T+60 | — | $10.08 (−19.62%) |
Aug 18, 2026 10w ago | 8-K | $14.29 | awaiting T+60 | — | $10.08 (−29.46%) |
Aug 15, 2026 10w ago | Institutional Cluster | $15.08 | awaiting T+60 | — | $10.08 (−33.16%) |
Aug 13, 2026 10w ago | Insider Buy | $15.60 | awaiting T+60 | — | $10.08 (−35.38%) |
Aug 7, 2026 11w ago | 8-K | $15.03 | awaiting T+60 | — | $10.08 (−32.93%) |
Jul 30, 2026 12w ago | 10-K/A | $13.34 $10.25 | ▼ −23.16% | ▼ −25.63% | $10.08 (−24.44%) |
US Market Status
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