Tortoise Investment Management’s D.R. Horton DHI Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-22	Closed	-$3.73K	–	544
2025 Q3	$3.73K	Buy	22 +9	+69%	+$1.42K	﹤0.01%	744
2025 Q2	$1.68K	Buy	13 +8	+160%	+$985	﹤0.01%	846
2025 Q1	$636	Hold	5	–	–	﹤0.01%	773
2024 Q4	$699	Hold	5	–	–	﹤0.01%	819
2024 Q3	$954	Hold	5	–	–	﹤0.01%	818
2024 Q2	$705	Hold	5	–	–	﹤0.01%	834
2024 Q1	$823	Hold	5	–	–	﹤0.01%	820
2023 Q4	$760	Hold	5	–	–	﹤0.01%	749
2023 Q3	$537	Buy	+5	New	+$599	﹤0.01%	760

Other funds holding DHI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Tortoise Investment Management's DHI Position: Q4 2025 in Review

Tortoise Investment Management sold out of D.R. Horton (DHI) in Q4 2025, closing a stake of 22 shares — an estimated $3.73K sold.

Tortoise Investment Management first reported a position in DHI in Q3 2023 and held it in 9 quarters. The position peaked at $3.73K in Q3 2025. 1,193 funds tracked by Wall St. Rank hold DHI as of Q4 2025.

Tortoise Investment Management reported no remaining D.R. Horton position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 22 D.R. Horton shares in Q4 2025, an estimated $3.73K.
Tortoise Investment Management first reported a position in D.R. Horton in Q3 2023 and held it in 9 quarters.
Tortoise Investment Management's D.R. Horton position peaked at $3.73K in Q3 2025.
1,193 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.