Baker Avenue Asset Management, LP

Position in DHI — Horton D R Inc /De/

CIK 1432529 SAN FRANCISCO, CA

Position in DHI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$14,445,827

+$4,923,857 QoQ

Shares Held

88,690

+27.8% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#195

of 1,224 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Consumer Cyclical · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $16,465,668 across 5 Residential Construction names. DHI ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	88,690	$14,445,827
2	PHM	Pultegroup Inc/Mi/	5,440	$746,422
3	LEN	Lennar Corp /New/	5,659	$512,082
4	TOL	Toll Brothers, Inc.	3,091	$509,242
5	NVR	Nvr Inc	37	$252,095

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,445,827	88,690	+27.8%	Shares	Sole	2026-07-28
2026-03-31	$9,521,970	69,392	+2.9%	Shares	Sole	2026-05-12
2025-12-31	$9,709,926	67,416	+5.9%	Shares	Sole	2026-02-10
2025-09-30	$10,787,443	63,654	-2.4%	Shares	Sole	2025-10-31
2025-06-30	$8,409,709	65,232	+95829.4%	Shares	Sole	2025-08-13
2023-09-30	$7,307	68	+223.8%	Shares	Sole	2023-11-15
2023-06-30	$2,555	21	-19.2%	Shares	Sole	2023-08-14
2023-03-31	$2,539	26	+23.8%	Shares	Sole	2023-05-16
2022-12-31	$1,871	21	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.