Mountaineer Partners Management’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.13M	Buy	66,541 +1,537	+2%	+$232K	4.54%	12
2025 Q4	$9.36M	Buy	65,004 +37,128	+133%	+$5.65M	5.24%	12
2025 Q3	$4.72M	Buy	+27,876	New	+$4.38M	2.75%	16
2025 Q2	–	Sell	-53,655	Closed	-$6.82M	–	17
2025 Q1	$6.82M	Buy	53,655 +2,640	+5%	+$354K	6.53%	10
2024 Q4	$7.13M	Buy	51,015 +94	+0.2%	+$15.7K	5.22%	13
2024 Q3	$9.71M	Buy	+50,921	New	+$8.95M	6.06%	9
2021 Q1	–	Sell	-104,700	Closed	-$7.22M	–	18
2020 Q4	$7.22M	Sell	104,700 -2,200	-2%	-$160K	5.18%	14
2020 Q3	$8.09M	Sell	106,900 -1,800	-2%	-$123K	6.98%	4
2020 Q2	$6.03M	Buy	108,700 +92,700	+579%	+$4.49M	8.09%	4
2020 Q1	$544K	Buy	+16,000	New	+$831K	0.77%	16