Ballentine Partners, LLC

Position in DHI — Horton D R Inc /De/

CIK 1374889 Waltham, MA

Position in DHI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$954,964

+$41,904 QoQ

Shares Held

5,863

-11.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#604

of 1,222 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Ballentine Partners, LLC holds $4,583,679 across 9 Residential Construction names. DHI ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KBH	Kb Home	17,282	$1,081,679
2	DHI	Horton D R Inc /De/ This page	5,863	$954,964
3	PHM	Pultegroup Inc/Mi/	4,820	$661,351
4	LEN	Lennar Corp /New/	4,631	$419,057
5	TOL	Toll Brothers, Inc.	2,358	$388,479
6	MTH	Meritage Homes CORP	4,468	$374,641
7	NVR	Nvr Inc	35	$238,468
8	IBP	Installed Building Products, Inc.	1,037	$238,343

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$954,964	5,863	-11.9%	Shares	Other	2026-07-17
2026-03-31	$913,060	6,654	-0.9%	Shares	Other	2026-05-14
2025-12-31	$967,016	6,714	-2.0%	Shares	Other	2026-02-03
2025-09-30	$1,161,207	6,852	-4.9%	Shares	Other	2025-11-03
2025-06-30	$928,610	7,203	+2.1%	Shares	Other	2025-07-15
2025-03-31	$897,154	7,057	+1.6%	Shares	Sole	2025-05-01
2024-12-31	$971,188	6,946	+73.1%	Shares	Other	2025-01-16
2024-09-30	$765,368	4,012	+16.3%	Shares	Other	2024-10-23
2024-06-30	$486,067	3,449	+5.8%	Shares	Other	2024-08-06
2024-03-31	$536,596	3,261	+29.5%	Shares	Sole	2024-04-11
2023-12-31	$382,684	2,518	+9.3%	Shares	Sole	2024-01-23
2023-09-30	$247,502	2,303	-3.7%	Shares	Sole	2023-10-19
2023-06-30	$291,082	2,392	+5.6%	Shares	Sole	2023-07-26
2023-03-31	$221,365	2,266	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.