First Manhattan’s D.R. Horton DHI Stock Holding History

First Manhattan’s Portfolio DHI Stock Details DHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	3,476 -70	-2%	-$10.6K	﹤0.01%	575
2025 Q4	$511K	Buy	3,546 +70	+2%	+$10.7K	﹤0.01%	554
2025 Q3	$589K	Hold	3,476	–	–	﹤0.01%	513
2025 Q2	$448K	Sell	3,476 -1	-0%	-$123	﹤0.01%	557
2025 Q1	$442K	Buy	3,477 +1,009	+41%	+$135K	﹤0.01%	523
2024 Q4	$345K	Hold	2,468	–	–	﹤0.01%	577
2024 Q3	$471K	Hold	2,468	–	–	﹤0.01%	504
2024 Q2	$348K	Hold	2,468	–	–	﹤0.01%	545
2024 Q1	$406K	Hold	2,468	–	–	﹤0.01%	528
2023 Q4	$375K	Buy	2,468 +4	+0.2%	+$493	﹤0.01%	531
2023 Q3	$265K	Buy	2,464 +364	+17%	+$43.6K	﹤0.01%	611
2023 Q2	$256K	Sell	2,100 -241	-10%	-$26.4K	﹤0.01%	620
2023 Q1	$229K	Sell	2,341 -72	-3%	-$6.87K	﹤0.01%	651
2022 Q4	$215K	Sell	2,413 -1,066	-31%	-$85.4K	﹤0.01%	682
2022 Q3	$234K	Buy	3,479 +1	+0%	+$74	﹤0.01%	654
2022 Q2	$230K	Hold	3,478	–	–	﹤0.01%	688
2022 Q1	$258K	Buy	3,478 +987	+40%	+$85.6K	﹤0.01%	718
2021 Q4	$270K	Sell	2,491 -3,150	-56%	-$303K	﹤0.01%	691
2021 Q3	$473K	Hold	5,641	–	–	﹤0.01%	576
2021 Q2	$509K	Hold	5,641	–	–	﹤0.01%	551
2021 Q1	$502K	Sell	5,641 -250	-4%	-$19.6K	﹤0.01%	536
2020 Q4	$406K	Hold	5,891	–	–	﹤0.01%	553
2020 Q3	$445K	Buy	5,891 +2,650	+82%	+$181K	﹤0.01%	508
2020 Q2	$179K	Sell	3,241 -135	-4%	-$6.54K	﹤0.01%	673
2020 Q1	$114K	Sell	3,376 -629,000	-99%	-$32.7M	﹤0.01%	708
2019 Q4	$33.4M	Sell	632,376 -130,025	-17%	-$6.94M	0.17%	82
2019 Q3	$40.2M	Sell	762,401 -300	-0%	-$14.3K	0.22%	72
2019 Q2	$32.9M	Buy	762,701 +21,550	+3%	+$954K	0.18%	81
2019 Q1	$30.7M	Buy	741,151 +70,900	+11%	+$2.78M	0.18%	82
2018 Q4	$23.2M	Buy	670,251 +395,700	+144%	+$14.4M	0.14%	98
2018 Q3	$11.6M	Buy	274,551 +271,725	+9,615%	+$11.8M	0.06%	172
2018 Q2	$115K	Hold	2,826	–	–	﹤0.01%	796
2018 Q1	$123K	Hold	2,826	–	–	﹤0.01%	769
2017 Q4	$144K	Hold	2,826	–	–	﹤0.01%	783
2017 Q3	$112K	Hold	2,826	–	–	﹤0.01%	788
2017 Q2	$97K	Sell	2,826 -5,500	-66%	-$184K	﹤0.01%	807
2017 Q1	$277K	Hold	8,326	–	–	﹤0.01%	627
2016 Q4	$227K	Hold	8,326	–	–	﹤0.01%	639
2016 Q3	$251K	Buy	8,326 +5,500	+195%	+$177K	﹤0.01%	626
2016 Q2	$88K	Hold	2,826	–	–	﹤0.01%	838
2016 Q1	$85K	Hold	2,826	–	–	﹤0.01%	819
2015 Q4	$90K	Buy	2,826 +2,626	+1,313%	+$81.9K	﹤0.01%	831
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	1253
2015 Q2	$5K	Sell	200 -80	-29%	-$2.15K	﹤0.01%	1285
2015 Q1	$7K	Buy	280 +80	+40%	+$2.08K	﹤0.01%	1260
2014 Q4	$5K	Hold	200	–	–	﹤0.01%	1322
2014 Q3	$4K	Hold	200	–	–	﹤0.01%	1318
2014 Q2	$4K	Hold	200	–	–	﹤0.01%	1294
2014 Q1	$4K	Hold	200	–	–	﹤0.01%	1279
2013 Q4	$4K	Hold	200	–	–	﹤0.01%	1253
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	1268
2013 Q2	$3K	Buy	+200	New	+$4.84K	﹤0.01%	1265

Other funds holding DHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's DHI Position: Q1 2026 in Review

First Manhattan reduced its D.R. Horton (DHI) stake by 2% in Q1 2026, selling an estimated $10.6K and leaving 3,476 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

First Manhattan first reported a position in DHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $40.2M in Q3 2019. 1,143 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

First Manhattan held 3,476 shares of D.R. Horton worth $477K as of Q1 2026.
First Manhattan sold 70 D.R. Horton shares in Q1 2026, an estimated $10.6K.
D.R. Horton made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #575 holding.
First Manhattan first reported a position in D.R. Horton in Q2 2013 and has held it in 52 quarters since.
First Manhattan's D.R. Horton position peaked at $40.2M in Q3 2019.
1,143 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.