Position in DHI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$610,800
+$96,225 QoQ
Shares Held
3,750
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#690
of 1,224 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Avalon Trust Co holds $909,417 across 2 Residential Construction names. DHI ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
3,750 | $610,800 | |
| 2 | LEN |
Lennar Corp /New/
|
3,300 | $298,617 |
All Filings in DHI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,800 | 3,750 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $514,575 | 3,750 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $540,112 | 3,750 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,143,922 | 6,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $870,210 | 6,750 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,112,387 | 8,750 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,538,020 | 11,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,098,470 | 11,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,832,090 | 13,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,385,975 | 14,500 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,203,710 | 14,500 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,558,315 | 14,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,947,040 | 16,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,709,575 | 17,500 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||