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

Sitrin 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
2026 Q2	$6.24M	Sell	38,327 -576	-1%	-$86K	2.77%	19
2026 Q1	$5.34M	Sell	38,903 -596	-2%	-$90K	2.68%	22
2025 Q4	$5.69M	Buy	39,499 +198	+0.5%	+$30.1K	2.7%	22
2025 Q3	$6.66M	Buy	39,301 +519	+1%	+$81.6K	3.2%	14
2025 Q2	$5M	Buy	38,782 +5,872	+18%	+$723K	2.55%	24
2025 Q1	$4.18M	Buy	32,910 +128	+0.4%	+$17.2K	2.26%	25
2024 Q4	$4.58M	Buy	32,782 +173	+0.5%	+$28.9K	2.31%	26
2024 Q3	$6.22M	Buy	32,609 +9	+0%	+$1.58K	3.11%	16
2024 Q2	$4.59M	Buy	32,600 +456	+1%	+$67K	2.44%	22
2024 Q1	$5.29M	Buy	+32,144	New	+$4.82M	2.89%	19
2020 Q1	–	Sell	-4,700	Closed	-$248K	–	40
2019 Q4	$248K	Hold	4,700	–	–	0.13%	36
2019 Q3	$248K	Hold	4,700	–	–	0.14%	36
2019 Q2	$203K	Buy	+4,700	New	+$208K	0.11%	37

Other funds holding DHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sitrin Capital Management's DHI Position: Q2 2026 in Review

Sitrin Capital Management reduced its D.R. Horton (DHI) stake by 1.5% in Q2 2026, selling an estimated $86K and leaving 38,327 shares worth $6.24M. The position accounts for 2.77% of the portfolio, ranked #19.

Sitrin Capital Management first reported a position in DHI in Q2 2019 and has held it in 13 quarters since. The position peaked at $6.66M in Q3 2025. 1,241 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Sitrin Capital Management held 38,327 shares of D.R. Horton worth $6.24M as of Q2 2026.
Sitrin Capital Management sold 576 D.R. Horton shares in Q2 2026, an estimated $86K.
D.R. Horton made up 2.77% of Sitrin Capital Management's portfolio in Q2 2026, its #19 holding.
Sitrin Capital Management first reported a position in D.R. Horton in Q2 2019 and has held it in 13 quarters since.
Sitrin Capital Management's D.R. Horton position peaked at $6.66M in Q3 2025.
1,241 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Sitrin Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.