DHI
DR Horton Inc
4 super-investors hold DHI worth a combined $596M. The largest position: Greenhaven Associates at 7.8% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 35 — ranked #225 of 724 scored stocks.
Why super-investors own DHI
DHI commands $596M in combined super-investor capital across four holders, but the story is effectively Greenhaven Associates, whose $476M stake at 7.8% of portfolio dwarfs the rest of the cohort. Glenn Greenberg holds a meaningful 2.4% position at $95M, while Third Avenue Management and Joel Greenblatt are peripheral presences. Activity in 2026Q1 was entirely static — no adds, trims, starts, or exits — and the eight-quarter ownership count tells a cleaner story: the cohort peaked at five holders two quarters ago and has since contracted back to its current four. Interest is neither rising nor collapsing, but the directional drift over recent quarters is mildly negative, with the concentration increasingly dependent on Greenhaven's outsized conviction carrying the aggregate figure.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Greenhaven Associates | 7.8% | 40q | $476M | 3,466,920 |
| 2 | Glenn Greenberg | 2.4% | 25q | $95M | 693,561 |
| 3 | Joel Greenblatt | <0.1% | 39q | $15M | 107,345 |
| 4 | Third Avenue Management | 1.6% | 17q | $10M | 73,836 |
Owners of DHI also hold
Long US equity 13F-HR filings only. CUSIP 23331A109. Not investment advice.