Distillate Capital Partners LLC

Position in DHI — Horton D R Inc /De/

CIK 1741001 CHICAGO, IL

Position in DHI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,925,030

+$2,755,044 QoQ

Shares Held

128,469

-3.0% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#155

of 1,229 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Distillate Capital Partners LLC holds $70,889,694 across 4 Residential Construction names. DHI ranks #1 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	128,469	$20,925,030
2	PHM	Pultegroup Inc/Mi/	142,947	$19,613,757
3	TOL	Toll Brothers, Inc.	108,129	$17,814,252
4	NVR	Nvr Inc	1,840	$12,536,655

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,925,030	128,469	-3.0%	Shares	Sole	2026-08-14
2026-03-31	$18,169,986	132,415	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$19,140,434	132,892	+94149.6%	Shares	Sole	2026-02-12
2022-12-31	$12,568	141	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.