7
DHI
D R Horton, Inc. (DHI) · Industrials
Consensus score 7/100 · #67 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
0
opened a position
Avg weight
4.9%
of their portfolios
Combined value
$776M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Greenhaven Associates Concentrated | 7.8% | $476M | HOLD |
| Smead Capital Concentrated | 4.5% | $206M | TRIM |
| Brave Warrior Concentrated | 2.4% | $95M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.