Which hedge funds own DHI? D R HORTON INC, Q2 2026 13F holders
78 tracked hedge funds disclosed a position in DHI (D R HORTON INC) in their Q2 2026 13F filings, worth $2.4bn in total. The largest holder by portfolio weight is Greenhaven Associates (Edgar Wachenheim) at 6.6% of its book. 24 opened a new position this quarter: Land & Buildings Investment Management, LLC, Gallo Partners, LP, Karl Kapital LLC, Shellback Capital, LP. 12 exited: Mountaineer Partners Management, LLC, Hook Mill Capital Partners, LP, Voloridge Investment Management, LLC.
- 78
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 24
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 12
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $135m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $125m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.4bn
- Combined value Sum of the holders' reported positions in the security.
- 6.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Mountaineer Partners Management, LLC | 4.5% | $9.1m |
| Hook Mill Capital Partners, LP | 0.7% | $8.0m |
| Voloridge Investment Management, LLC | 0.2% | $60.7m |
| Scopus Asset Management, L.P. | 0.2% | $5.3m |
| Alphadyne Asset Management LP | 0.1% | $1.1m |
| Entropy Technologies, LP | 0.1% | $3.0m |
| Prana Capital Management, LP | 0.1% | $3.6m |
| Patton Fund Management, Inc. | 0.03% | $206k |
| Mirabella Financial Services LLP | 0.03% | $336k |
| D. E. Shaw & Co., Inc. | 0.02% | $27.1m |
| Marshall Wace, LLP | 0.01% | $6.5m |
| Elequin Capital, LP | 0.0% | $10.4k |
Ownership over time
Who discovered DHI first? Beta
The run: Q1 2020 → Q3 2024, +461%
| Horiko Capital Management LLC high conviction | Q2 2020 | – | +10.1 pts |
| Smead Capital Management high conviction | Q1 2020 | 2.2% | +7.0 pts |
| Land & Buildings Investment Management, LLC high conviction | Q1 2020 | 2.4% | +5.6 pts |
| Soros Fund Management high conviction | Q1 2019 | 4.1% | +4.5 pts |
| Cypress Funds LLC high conviction | Q3 2019 | 5.5% | +3.6 pts |
| Prescott Group Capital Management, L.L.C. | Q4 2019 | 0.9% | +2.6 pts |
| Egerton Capital (UK) LLP | Q2 2019 | 2.1% | +2.0 pts |
| Sirios Capital Management L P | Q1 2020 | 1.2% | +1.8 pts |
| Theleme Partners LLP | Q1 2020 | 2.7% | +1.7 pts |
| Eminence Capital, LP | Q1 2019 | 1.1% | +1.4 pts |
| Vision Capital Corp | Q2 2020 | – | +0.3 pts |
| Patton Fund Management, Inc. | Q4 2019 | 0.4% | +0.3 pts |
| Mountaineer Partners Management, LLC high conviction | Q2 2020 | 0.8% | +0.1 pts |
| Prana Capital Management, LP | Q4 2019 | 0.7% | −0.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.