Third Avenue Management’s D.R. Horton DHI Stock Holding History

Third Avenue 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	$11.3M	Sell	69,205 -4,631	-6%	-$691K	1.8%	15
2026 Q1	$10.1M	Sell	73,836 -4,358	-6%	-$658K	1.64%	16
2025 Q4	$11.3M	Buy	78,194 +116	+0.1%	+$17.7K	2.05%	16
2025 Q3	$13.5M	Sell	78,078 -111	-0.1%	-$17.5K	2.53%	12
2025 Q2	$10.1M	Sell	78,189 -556	-0.7%	-$68.5K	2.08%	16
2025 Q1	$10M	Hold	78,745	–	–	2.01%	17
2024 Q4	$11M	Hold	78,745	–	–	2.13%	17
2024 Q3	$15M	Sell	78,745 -27,245	-26%	-$4.79M	2.46%	13
2024 Q2	$14.9M	Sell	105,990 -17,008	-14%	-$2.5M	2.56%	12
2024 Q1	$20.2M	Hold	122,998	–	–	3.23%	10
2023 Q4	$18.7M	Sell	122,998 -35,816	-23%	-$4.41M	3.07%	10
2023 Q3	$17.3M	Sell	158,814 -6,864	-4%	-$822K	2.9%	8
2023 Q2	$20.2M	Sell	165,678 -33,696	-17%	-$3.68M	3.33%	8
2023 Q1	$19.5M	Sell	199,374 -11,123	-5%	-$1.06M	3.33%	9
2022 Q4	$18.8M	Sell	210,497 -13,715	-6%	-$1.1M	3.26%	9
2022 Q3	$15.1M	Sell	224,212 -4,978	-2%	-$366K	2.97%	12
2022 Q2	$15.2M	Buy	229,190 +226,162	+7,469%	+$15.9M	2.7%	14
2022 Q1	$226K	Buy	+3,028	New	+$263K	0.03%	56

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

Third Avenue Management's DHI Position: Q2 2026 in Review

Third Avenue Management reduced its D.R. Horton (DHI) stake by 6.3% in Q2 2026, selling an estimated $691K and leaving 69,205 shares worth $11.3M. The position accounts for 1.8% of the portfolio, ranked #15.

Third Avenue Management first reported a position in DHI in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.2M in Q1 2024. 1,236 funds tracked by Wall St. Rank hold DHI as of Q2 2026.

Third Avenue Management held 69,205 shares of D.R. Horton worth $11.3M as of Q2 2026.
Third Avenue Management sold 4,631 D.R. Horton shares in Q2 2026, an estimated $691K.
D.R. Horton made up 1.8% of Third Avenue Management's portfolio in Q2 2026, its #15 holding.
Third Avenue Management first reported a position in D.R. Horton in Q1 2022 and has held it in 18 quarters since.
Third Avenue Management's D.R. Horton position peaked at $20.2M in Q1 2024.
1,236 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2026.

Based on Third Avenue Management's 13F filing for Q2 2026, filed 12 Aug 2026.