Position in DHI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,643,268
-$81,923 QoQ
Shares Held
19,263
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DHI Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026HB Wealth Management, LLC holds $8,406,045 across 9 Residential Construction names. DHI ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
This page
|
19,263 | $2,643,268 | |
| 2 | GRBK |
Green Brick Partners, Inc.
|
28,487 | $1,835,987 | |
| 3 | BZH |
Beazer Homes USA Inc
|
58,615 | $1,127,752 | |
| 4 | LEN |
Lennar Corp /New/
|
9,670 | $839,742 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
6,258 | $736,003 | |
| 6 | TOL |
Toll Brothers, Inc.
|
3,484 | $475,461 | |
| 7 | NVR |
Nvr Inc
|
48 | $316,311 | |
| 8 | TMHC |
Taylor Morrison Home Corp
|
3,922 | $228,417 |
All Filings in DHI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,643,268 | 19,263 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,725,191 | 18,921 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,466,127 | 14,552 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,731,653 | 13,432 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,670,996 | 13,144 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,457,483 | 10,424 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,935,170 | 10,144 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,354,760 | 9,613 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,553,022 | 9,438 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,314,323 | 8,648 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $903,070 | 8,403 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $931,536 | 7,655 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $726,325 | 7,435 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $609,361 | 6,836 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $491,789 | 7,302 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $433,809 | 6,554 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $456,820 | 6,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $654,604 | 6,036 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||