Lakewood Capital Management’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,027,000	Closed	-$35.6M	–	38
2018 Q4	$35.6M	Buy	+1,027,000	New	+$35.6M	1.17%	26