Two Point Capital Management’s D.R. Horton DHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18M	Sell	131,120 -2,547	-2%	-$385K	7.86%	2
2025 Q4	$19.3M	Buy	133,667 +588	+0.4%	+$89.5K	7.8%	4
2025 Q3	$22.6M	Sell	133,079 -2,634	-2%	-$414K	9.07%	2
2025 Q2	$17.5M	Buy	+135,713	New	+$16.7M	7.45%	2
2024 Q4	$22.5M	Sell	156,694 -1,254	-0.8%	-$210K	8.05%	2
2024 Q3	$30.1M	Buy	157,948 +88	+0.1%	+$15.5K	11%	1
2024 Q2	$22.2M	Buy	157,860 +665	+0.4%	+$97.7K	8.95%	2
2024 Q1	$25.9M	Buy	157,195 +1,235	+0.8%	+$185K	10.64%	1
2023 Q4	$23.7M	Buy	155,960 +655	+0.4%	+$80.6K	10.83%	1
2023 Q3	$16.7M	Buy	155,305 +835	+0.5%	+$100K	9.2%	2
2023 Q2	$18.8M	Buy	154,470 +341	+0.2%	+$37.3K	9.81%	2
2023 Q1	$15.1M	Sell	154,129 -199	-0.1%	-$19K	8.86%	2
2022 Q4	$13.8M	Buy	+154,328	New	+$12.4M	8.88%	2