中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
DHI · Industrials

D.R. Horton

Q2 2026: held by 5 giants, composite weight 0.27%, consensus rank 75; this quarter 2 bought and 3 sold. Quarter-end price $162.88 (Jun 30, 2026).

Giants holding
5
previous quarter 4
Composite weight
0.27%
consensus rank 75
Quarter-end price
$162.88
Jun 30, 2026
Avg est. costest.
$95.44
vs quarter-end price +71%
I

Held by 5 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Edgar Wachenheim6.6%3.51M$571.0MQ4 201447$67.10est.+143%Added
Bill Smead4.9%1.41M$230.3MQ1 202026$82.30est.+98%Trimmed
Glenn Greenberg2.4%684.5K$111.5MQ1 202218$107.12est.+52%Trimmed
Third Avenue1.8%69.2K$11.3MQ1 202218$70.63est.+131%Trimmed
Warren Buffett / Greg Abel0.0%3.6K$581KQ2 20261$150.05est.+9%New
II

Cost Map: 5 of 5 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$100.00$150.00Edgar WachenheimThird AvenueBill SmeadGlenn GreenbergWarren Buffett / Gr…
III

Quarter-End Price (Split-Adjusted)

From Q2 2000, the first quarter a giant held it; hover for holders, buyers and sellers that quarter.

How to Read This

Prices are 13F quarter-end value ÷ shares, roughly the quarter’s closing price, not live prices; prices before splits are converted to today’s share count.

Quarter-End Price$0.00$50.00$100.00$150.00Q2 2000Q1 2003Q4 2005Q3 2008Q2 2011Q1 2014Q4 2016Q3 2019Q2 2022Q2 2026
IV

More Giants or Fewer

Giants Holding

Giants Holding024Q2 2000Q1 2003Q4 2005Q3 2008Q2 2011Q1 2014Q4 2016Q3 2019Q2 2022Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter52025Q3 2021Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.2%0.4%Q2 2000Q1 2003Q4 2005Q3 2008Q2 2011Q1 2014Q4 2016Q3 2019Q2 2022Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Edgar Wachenheim 6.6% · since Q4 2014

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$50.00$100.00$150.00Q4 2014Q1 2016Q2 2017Q3 2018Q4 2019Q1 2021Q2 2022Q3 2023Q4 2024Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Added+38.9K3.51M6.6%$137.22 → $162.88$150.05$67.10
Q4 2025Trimmed−153.6K3.48M8.1%$169.47 → $144.03$156.75$66.17
Q3 2025Trimmed−43.3K3.64M9.4%$128.92 → $169.47$149.20$66.17
Q2 2024Added+81.9K3.67M6.8%$164.55 → $140.93$152.74$66.17
Q1 2024Added+40.0K3.59M5.4%$151.98 → $164.55$158.26$64.20
Q4 2023Added+34.4K3.55M5.7%$107.47 → $151.98$129.73$63.13
Q3 2023Trimmed−80.9K3.51M4.9%$121.69 → $107.47$114.58$62.48
Q2 2023Trimmed−57.6K3.59M5.8%$97.69 → $121.69$109.69$62.48
Q1 2023Trimmed−110.0K3.65M5.5%$89.14 → $97.69$93.41$62.48
Q3 2022Trimmed−23.2K3.78M5.4%$66.19 → $67.35$66.77$62.48
Q2 2022Added+3.07M3.80M5.4%$74.52 → $66.19$70.35$62.48
Q1 2022Trimmed−7.9K729.4K1.4%$108.45 → $74.52$91.48$29.31
Q4 2021Trimmed−24.7K737.3K2.0%$83.97 → $108.45$96.21$29.31
Q3 2021Trimmed−14.0K761.9K2.1%$90.37 → $83.97$87.17$29.31
Q2 2021Trimmed−301.5K775.9K2.0%$89.12 → $90.37$89.75$29.31
Q1 2021Trimmed−2.24M1.08M2.2%$68.92 → $89.12$79.02$29.31
Q4 2020Trimmed−190.1K3.32M4.3%$75.63 → $68.92$72.27$29.31
Q3 2020Trimmed−4.46M3.51M5.8%$55.45 → $75.63$65.54$29.31
Q2 2020Trimmed−224.3K7.97M9.8%$34.00 → $55.45$44.73$29.31
Q1 2020Added+77.0K8.19M10.4%$52.75 → $34.00$43.38$29.31
Q4 2019Trimmed−236.7K8.11M9.5%$52.71 → $52.75$52.73$29.18
Q3 2019Trimmed−150.2K8.35M8.9%$43.13 → $52.71$47.92$29.18
Q2 2019Trimmed−44.1K8.50M6.4%$41.38 → $43.13$42.25$29.18
Q1 2019Trimmed−73.4K8.54M6.3%$34.66 → $41.38$38.02$29.18
Q4 2018Trimmed−111.1K8.62M5.8%$42.18 → $34.66$38.42$29.18
Q2 2018Added+557.6K8.72M5.4%$43.84 → $41.00$42.42$29.18
Q3 2017Added+42.6K8.21M4.9%$34.57 → $39.93$37.25$28.27
Q2 2017Added+532.5K8.17M4.3%$33.31 → $34.57$33.94$28.23
Q1 2017Added+239.8K7.64M4.0%$27.33 → $33.31$30.32$27.83
Q4 2016Added+620.3K7.40M3.4%$30.20 → $27.33$28.76$27.75
Q3 2016Added+111.6K6.78M3.9%$31.48 → $30.20$30.84$27.65
Q2 2016Trimmed−51.7K6.67M4.1%$30.23 → $31.48$30.86$27.60
Q1 2016Added+421.4K6.72M3.9%$32.03 → $30.23$31.13$27.60
Q4 2015Added+2.49M6.30M3.8%$29.36 → $32.03$30.70$27.37
Q3 2015Added+63.0K3.81M2.2%$27.36 → $29.36$28.36$25.19
Q2 2015Added+1.48M3.74M1.9%$28.48 → $27.36$27.92$25.13
Q1 2015Added+228.0K2.26M1.2%$25.29 → $28.48$26.89$23.31
Q4 2014New+2.03M2.03M0.9%$20.52 → $25.29$22.91$22.91
Bill Smead 4.9% · since Q1 2020

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$0.00$50.00$100.00$150.00Q1 2020Q4 2020Q3 2021Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−83.5K1.41M4.9%$137.22 → $162.88$150.05$82.30
Q1 2026Trimmed−222.2K1.50M4.5%$144.03 → $137.22$140.63$82.30
Q4 2025Trimmed−119.2K1.72M5.1%$169.47 → $144.03$156.75$82.30
Q3 2025Trimmed−140.7K1.84M6.0%$128.92 → $169.47$149.20$82.30
Q2 2025Trimmed−263.8K1.98M5.1%$127.13 → $128.92$128.03$82.30
Q1 2025Trimmed−213.2K2.24M4.9%$139.82 → $127.13$133.48$82.30
Q4 2024Trimmed−59.8K2.46M5.3%$190.77 → $139.82$165.30$82.30
Q3 2024Added+84.8K2.52M6.8%$140.93 → $190.77$165.85$82.30
Q2 2024Added+127.5K2.43M5.4%$164.55 → $140.93$152.74$79.39
Q1 2024Trimmed−297.9K2.30M5.9%$151.98 → $164.55$158.26$75.33
Q4 2023Trimmed−201.4K2.60M7.1%$107.47 → $151.98$129.73$75.33
Q3 2023Trimmed−97.0K2.80M6.1%$121.69 → $107.47$114.58$75.33
Q2 2023Trimmed−42.6K2.90M7.0%$97.69 → $121.69$109.69$75.33
Q1 2023Added+64.6K2.94M5.7%$89.14 → $97.69$93.41$75.33
Q4 2022Added+420.3K2.88M5.5%$67.35 → $89.14$78.24$74.92
Q3 2022Added+39.1K2.46M4.3%$66.19 → $67.35$66.77$74.35
Q2 2022Added+159.6K2.42M4.1%$74.52 → $66.19$70.35$74.48
Q1 2022Added+557.8K2.26M3.9%$108.45 → $74.52$91.48$74.77
Q4 2021Added+289.1K1.70M4.8%$83.97 → $108.45$96.21$69.29
Q3 2021Added+177.1K1.41M4.1%$90.37 → $83.97$87.17$63.78
Q2 2021Added+292.2K1.24M3.9%$89.12 → $90.37$89.75$60.43
Q1 2021Added+211.1K943.5K3.7%$68.92 → $89.12$79.02$51.35
Q4 2020Trimmed−32.2K732.4K2.9%$75.63 → $68.92$72.27$43.38
Q3 2020Trimmed−73.5K764.6K3.7%$55.45 → $75.63$65.54$43.38
Q2 2020Trimmed−75.2K838.0K2.9%$34.00 → $55.45$44.73$43.38
Q1 2020New+913.2K913.2K2.2%$52.75 → $34.00$43.38$43.38
Glenn Greenberg 2.4% · since Q1 2022

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$50.00$100.00$150.00Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−9.1K684.5K2.4%$137.22 → $162.88$150.05$107.12
Q1 2026Trimmed−8.3K693.6K2.4%$144.03 → $137.22$140.63$107.12
Q4 2025Trimmed−6.9K701.8K2.4%$169.47 → $144.03$156.75$107.12
Q3 2025Trimmed−447.6K708.7K2.8%$128.92 → $169.47$149.20$107.12
Q2 2025Trimmed−18.7K1.16M3.4%$127.13 → $128.92$128.03$107.12
Q1 2025Added+393.5K1.17M3.4%$139.82 → $127.13$133.48$107.12
Q4 2024Trimmed−21.5K781.5K2.7%$190.77 → $139.82$165.30$93.86
Q2 2024Trimmed−4.2K805.9K2.5%$164.55 → $140.93$152.74$93.86
Q1 2024Added+42.8K810.1K2.8%$151.98 → $164.55$158.26$93.86
Q4 2023Trimmed−442.4K767.4K2.8%$107.47 → $151.98$129.73$90.26
Q3 2023Trimmed−213.9K1.21M3.2%$121.69 → $107.47$114.58$90.26
Q2 2023Trimmed−156.8K1.42M4.6%$97.69 → $121.69$109.69$90.26
Q1 2023Trimmed−8.9K1.58M4.8%$89.14 → $97.69$93.41$90.26
Q4 2022Trimmed−31.6K1.59M4.5%$67.35 → $89.14$78.24$90.26
Q2 2022Added+93.8K1.63M3.7%$74.52 → $66.19$70.35$90.26
Q1 2022New+1.53M1.53M3.4%$108.45 → $74.52$91.48$91.48
Third Avenue 1.8% · since Q1 2022

Giant page →

quarter-end pricerunning est. costest. trade price (buy / sell)
Holding History$50.00$100.00$150.00Q1 2022Q3 2022Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q2 2026
QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026Trimmed−4.6K69.2K1.8%$137.22 → $162.88$150.05$70.63
Q1 2026Trimmed−4.4K73.8K1.6%$144.03 → $137.22$140.63$70.63
Q2 2025Trimmed−55678.2K2.1%$127.13 → $128.92$128.03$70.63
Q3 2024Trimmed−27.2K78.7K2.5%$140.93 → $190.77$165.85$70.63
Q2 2024Trimmed−17.0K106.0K2.6%$164.55 → $140.93$152.74$70.63
Q4 2023Trimmed−35.8K123.0K3.1%$107.47 → $151.98$129.73$70.63
Q3 2023Trimmed−6.9K158.8K2.9%$121.69 → $107.47$114.58$70.63
Q2 2023Trimmed−33.7K165.7K3.3%$97.69 → $121.69$109.69$70.63
Q1 2023Trimmed−11.1K199.4K3.3%$89.14 → $97.69$93.41$70.63
Q4 2022Trimmed−13.7K210.5K3.3%$67.35 → $89.14$78.24$70.63
Q3 2022Trimmed−5.0K224.2K3.0%$66.19 → $67.35$66.77$70.63
Q2 2022Added+226.2K229.2K2.7%$74.52 → $66.19$70.35$70.63
Q1 2022New+3.0K3.0K0.0%$108.45 → $74.52$91.48$91.48
Warren Buffett / Greg Abel 0.0% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+3.6K3.6K0.0%$137.22 → $162.88$150.05$150.05