LYELL WEALTH MANAGEMENT, LP

Position in DHI — Horton D R Inc /De/

CIK 1686444 MENLO PARK, CA

Position in DHI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$20,591,289

+$3,248,740 QoQ

Shares Held

126,420

+0.0% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#160

of 1,229 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $38,484,725 across 3 Residential Construction names. DHI ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	126,420	$20,591,289
2	TOL	Toll Brothers, Inc.	105,787	$17,428,408
3	LEN	Lennar Corp /New/	5,139	$465,028

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,591,289	126,420	+0.0%	Shares	Sole	2026-08-05
2026-03-31	$17,342,549	126,385	+2.5%	Shares	Sole	2026-05-07
2025-12-31	$17,759,907	123,307	+3.8%	Shares	Sole	2026-02-12
2025-09-30	$20,139,306	118,837	+3.7%	Shares	Sole	2025-11-06
2025-06-30	$14,777,455	114,625	+3.3%	Shares	Sole	2025-07-29
2025-03-31	$14,110,412	110,992	+2.0%	Shares	Sole	2025-05-08
2024-12-31	$15,217,169	108,834	+1.9%	Shares	Sole	2025-02-03
2024-09-30	$20,368,322	106,769	+0.0%	Shares	Sole	2024-10-23
2024-06-30	$15,039,626	106,717	+5.7%	Shares	Sole	2024-08-08
2024-03-31	$16,615,765	100,977	-0.9%	Shares	Sole	2024-05-03
2023-12-31	$15,491,017	101,928	+0.1%	Shares	Sole	2024-02-02
2023-09-30	$10,944,959	101,842	-0.5%	Shares	Sole	2023-10-31
2023-06-30	$12,460,082	102,392	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$9,937,612	101,726	+1.2%	Shares	Sole	2023-05-03
2022-12-31	$8,962,135	100,540	-2.6%	Shares	Sole	2023-01-24
2022-09-30	$6,954,561	103,260	+0.8%	Shares	Sole	2022-10-24
2022-06-30	$6,783,680	102,488	+12.8%	Shares	Sole	2022-07-28
2022-03-31	$6,767,668	90,829	-0.7%	Shares	Sole	2022-05-04
2021-12-31	$9,922,849	91,497	+10.3%	Shares	Sole	2022-02-08
2021-09-30	$6,964,555	82,941	+5.8%	Shares	Sole	2021-11-10
2021-06-30	$7,085,279	78,403	+112.5%	Shares	Sole	2021-08-09
2021-03-31	$3,288,171	36,896	+229.1%	Shares	Sole	2021-05-07
2020-12-31	$772,731	11,212	-2.4%	Shares	Sole	2021-02-04
2020-09-30	$869,139	11,492	0.0%	Shares	Sole	2020-11-04
2020-06-30	$637,231	11,492	-38.7%	Shares	Sole	2020-07-30
2020-03-31	$637,228	18,742	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.