Alydar Partners’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-475,000	Closed	-$10.6M	–	89
2013 Q4	$10.6M	Buy	+475,000	New	+$10.6M	1.08%	24
2013 Q3	–	Sell	-1,115,000	Closed	-$23.7M	–	88
2013 Q2	$23.7M	Buy	+1,115,000	New	+$23.7M	1.28%	20