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D R HORTON INC DHI

D.R. Horton, Inc. operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 126 markets across 36 states under the names of D.R.

Company profile

Business mix

  • It engages in the acquisition and development of land; and construction and sale of residential homes in 126 markets across 36 states under the names of D.R. Horton.
  • The company also constructs and sells single-family detached homes; and attached homes, such as townhomes and duplexes.
  • In addition, it provides mortgage financing and title agency services; and engages in the residential lot development business.
  • Further, the company develops, constructs, owns, leases, and sells multi-family and single-family rental properties.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in residential construction?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Smead Capital Management 4.5% $205.5M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 2.4% $95.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 0 Last 1 13F filing periods
Net reducers 6 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $468.7M Estimated from net reduced shares
Net share change / base shares -62.7% -3,691,053 / 5,883,964
Brave Warrior Advisors Glenn Greenberg 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.2% 13F value change -$5.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 701,822 Last 1 periods -8,261 (-1.2%) Total shares 693,561 Value $95.2M
Smead Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -12.9% 13F value change -$42.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,719,925 Last 1 periods -222,202 (-12.9%) Total shares 1,497,723 Value $205.5M
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$34,767
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 205,150 Last 1 periods -205,150 (-100.0%) Total shares 0 Value $0
Ariel Investments John Rogers 1 filing periods
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$21.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 128,669 Last 1 periods -128,669 (-100.0%) Total shares 0 Value $0
Viking Global Investors Andreas Halvorsen 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$364.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 2,827,032 Last 1 periods -2,827,032 (-100.0%) Total shares 0 Value $0
Bridgewater Associates Ray Dalio 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -99.5% 13F value change -$38.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 301,366 Last 1 periods -299,739 (-99.5%) Total shares 1,627 Value $275,728

Recent mentions

No public mentions.