Polymer Capital Management (US) LLC

Position in DHI — Horton D R Inc /De/

CIK 1973324 NEW YORK, NY

Position in DHI

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

Position Value

$4,672,538

+$3,415,877 QoQ

Shares Held

28,687

+228.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#349

of 1,224 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $8,243,788 across 4 Residential Construction names. DHI ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	28,687	$4,672,538
2	CVCO	Cavco Industries, Inc.	2,594	$1,593,701
3	MHO	M/I Homes, Inc.	9,248	$1,486,985
4	NVR	Nvr Inc	72	$490,564

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,672,538	28,687	+228.8%	Shares	Sole	2026-08-14
2025-12-31	$1,256,661	8,725	+135.8%	Shares	Sole	2026-02-17
2025-09-30	$627,039	3,700	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.