Position in DHI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$459,484
-$18,178 QoQ
Shares Held
2,821
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#745
of 1,224 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Montecito Bank & Trust holds $734,781 across 2 Residential Construction names. DHI ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
2,821 | $459,484 | |
| 2 | TOL |
Toll Brothers, Inc.
|
1,671 | $275,297 |
All Filings in DHI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,484 | 2,821 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $477,662 | 3,481 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $525,277 | 3,647 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $986,145 | 5,819 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $708,114 | 5,570 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $760,480 | 5,439 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $735,036 | 3,853 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||