Heartland Advisors’s D.R. Horton DHI Stock Holding History

Heartland Advisors’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	$10.2M	Sell	74,387 -2,437	-3%	-$368K	0.52%	63
2025 Q4	$11.1M	Sell	76,824 -892	-1%	-$136K	0.6%	53
2025 Q3	$13.2M	Sell	77,716 -17,300	-18%	-$2.72M	0.7%	51
2025 Q2	$12.2M	Buy	95,016 +43,543	+85%	+$5.36M	0.68%	48
2025 Q1	$6.54M	Buy	+51,473	New	+$6.9M	0.38%	117
2023 Q1	–	Sell	-23,952	Closed	-$2.14M	–	178
2022 Q4	$2.14M	Buy	23,952 +530	+2%	+$42.5K	0.14%	163
2022 Q3	$1.58M	Buy	+23,422	New	+$1.72M	0.12%	167
2020 Q3	–	Sell	-11,496	Closed	-$637K	–	213
2020 Q2	$637K	Buy	+11,496	New	+$557K	0.06%	203
2019 Q4	–	Sell	-3,856	Closed	-$203K	–	199
2019 Q3	$203K	Sell	3,856 -118,529	-97%	-$5.66M	0.02%	193
2019 Q2	$5.28M	Sell	122,385 -8,808	-7%	-$390K	0.39%	115
2019 Q1	$5.43M	Buy	131,193 +10,325	+9%	+$404K	0.4%	110
2018 Q4	$4.19M	Buy	+120,868	New	+$4.41M	0.35%	118

Other funds holding DHI

Capital World Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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