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

Penn Capital Management’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
2021 Q1	–	Sell	-5,826	Closed	-$402K	–	215
2020 Q4	$402K	Sell	5,826 -37,674	-87%	-$2.75M	0.05%	184
2020 Q3	$3.38M	Sell	43,500 -8,402	-16%	-$574K	0.43%	103
2020 Q2	$2.96M	Sell	51,902 -3,493	-6%	-$169K	0.39%	109
2020 Q1	$1.94M	Buy	+55,395	New	+$2.88M	0.32%	130

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Penn Capital Management's DHI Position: Q1 2021 in Review

Penn Capital Management sold out of D.R. Horton (DHI) in Q1 2021, closing a stake of 5,826 shares — an estimated $402K sold.

Penn Capital Management first reported a position in DHI in Q1 2020 and held it in 4 quarters. The position peaked at $3.38M in Q3 2020. 860 funds tracked by Wall St. Rank hold DHI as of Q1 2021.

Penn Capital Management reported no remaining D.R. Horton position as of Q1 2021 after selling out during the quarter.
Penn Capital Management sold 5,826 D.R. Horton shares in Q1 2021, an estimated $402K.
Penn Capital Management first reported a position in D.R. Horton in Q1 2020 and held it in 4 quarters.
Penn Capital Management's D.R. Horton position peaked at $3.38M in Q3 2020.
860 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2021.

Based on Penn Capital Management's 13F filing for Q1 2021, filed 13 May 2021.