Theleme Partners’s D.R. Horton DHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-1,396,000
Closed -$77.4M 17
2020
Q2
$77.4M Buy
1,396,000
+426,000
+44% +$23.6M 3.65% 10
2020
Q1
$33M Buy
+970,000
New +$33M 2.37% 10