Smead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255M | Sell |
1,979,845
-263,821
| -12% | -$34M | 5.11% | 6 |
|
|
2025
Q1 | $285M | Sell |
2,243,666
-213,245
| -9% | -$27.1M | 4.89% | 7 |
|
|
2024
Q4 | $344M | Sell |
2,456,911
-59,762
| -2% | -$8.36M | 5.33% | 5 |
|
|
2024
Q3 | $480M | Buy |
2,516,673
+84,835
| +3% | +$16.2M | 6.85% | 2 |
|
|
2024
Q2 | $343M | Buy |
2,431,838
+127,519
| +6% | +$18M | 5.35% | 7 |
|
|
2024
Q1 | $379M | Sell |
2,304,319
-297,853
| -11% | -$49M | 5.92% | 5 |
|
|
2023
Q4 | $395M | Sell |
2,602,172
-201,402
| -7% | -$30.6M | 7.08% | 2 |
|
|
2023
Q3 | $301M | Sell |
2,803,574
-97,004
| -3% | -$10.4M | 6.15% | 3 |
|
|
2023
Q2 | $353M | Sell |
2,900,578
-42,617
| -1% | -$5.19M | 7.01% | 3 |
|
|
2023
Q1 | $288M | Buy |
2,943,195
+64,599
| +2% | +$6.31M | 5.73% | 6 |
|
|
2022
Q4 | $257M | Buy |
2,878,596
+420,319
| +17% | +$37.5M | 5.49% | 8 |
|
|
2022
Q3 | $166M | Buy |
2,458,277
+39,073
| +2% | +$2.63M | 4.3% | 11 |
|
|
2022
Q2 | $160M | Buy |
2,419,204
+159,594
| +7% | +$10.6M | 4.09% | 11 |
|
|
2022
Q1 | $168M | Buy |
2,259,610
+557,763
| +33% | +$41.6M | 3.9% | 13 |
|
|
2021
Q4 | $185M | Buy |
1,701,847
+289,066
| +20% | +$31.3M | 4.8% | 7 |
|
|
2021
Q3 | $119M | Buy |
1,412,781
+177,132
| +14% | +$14.9M | 4.06% | 14 |
|
|
2021
Q2 | $112M | Buy |
1,235,649
+292,181
| +31% | +$26.4M | 3.91% | 13 |
|
|
2021
Q1 | $84.1M | Buy |
943,468
+211,083
| +29% | +$18.8M | 3.7% | 13 |
|
|
2020
Q4 | $50.5M | Sell |
732,385
-32,202
| -4% | -$2.22M | 2.92% | 17 |
|
|
2020
Q3 | $57.8M | Sell |
764,587
-73,461
| -9% | -$5.56M | 3.66% | 13 |
|
|
2020
Q2 | $46.5M | Sell |
838,048
-75,181
| -8% | -$4.17M | 2.93% | 17 |
|
|
2020
Q1 | $31.1M | Buy |
+913,229
| New | +$31.1M | 2.2% | 20 |
|