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 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 $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sitrin Capital Management's DHI Position: Q1 2026 in Review

Sitrin Capital Management reduced its D.R. Horton (DHI) stake by 1.5% in Q1 2026, selling an estimated $90K and leaving 38,903 shares worth $5.34M. The position accounts for 2.68% of the portfolio, ranked #22.

Sitrin Capital Management first reported a position in DHI in Q2 2019 and has held it in 12 quarters since. The position peaked at $6.66M in Q3 2025. 1,145 funds tracked by Wall St. Rank hold DHI as of Q1 2026.

Sitrin Capital Management held 38,903 shares of D.R. Horton worth $5.34M as of Q1 2026.
Sitrin Capital Management sold 596 D.R. Horton shares in Q1 2026, an estimated $90K.
D.R. Horton made up 2.68% of Sitrin Capital Management's portfolio in Q1 2026, its #22 holding.
Sitrin Capital Management first reported a position in D.R. Horton in Q2 2019 and has held it in 12 quarters since.
Sitrin Capital Management's D.R. Horton position peaked at $6.66M in Q3 2025.
1,145 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.