WELLS FARGO & COMPANY/MN

Position in DHI — Horton D R Inc /De/

CIK 72971 SAN FRANCISCO, CA

Back to DHI Full portfolio

Position in DHI

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

Position Value

$124,320,438

-$17,983,836 QoQ

Shares Held

763,264

-26.4% QoQ

Ownership

0.273%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#44

of 1,224 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in DHI Over Time

Shares Held

Position Value (USD)

Derivatives in DHI

reported options exposure · as of Sep 30, 2022

CallValue

$188,580

CallShares

2,800

PutValue

$2,357,250

PutShares

35,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $539,285,352 across 18 Residential Construction names. DHI ranks #1 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/ This page	763,264	$124,320,438
2	LEN	Lennar Corp /New/	1,354,769	$122,537,742
3	PHM	Pultegroup Inc/Mi/	490,246	$67,266,650
4	TOL	Toll Brothers, Inc.	370,653	$61,065,080
5	IBP	Installed Building Products, Inc.	193,430	$44,457,949
6	MTH	Meritage Homes CORP	508,935	$42,674,199
7	NVR	Nvr Inc	4,912	$33,467,418
8	SKY	Champion Homes, Inc.	148,557	$13,090,842

All Filings in DHI

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$124,320,438	763,264	-26.4%	Shares	Defined	2026-08-14
2026-03-31	$142,304,274	1,037,052	-13.6%	Shares	Defined	2026-05-11
2025-12-31	$172,927,457	1,200,635	+3.2%	Shares	Defined	2026-02-13
2025-09-30	$197,142,416	1,163,288	-16.2%	Shares	Defined	2025-11-13
2025-06-30	$178,978,861	1,388,294	+18.7%	Shares	Defined	2025-08-14
2025-03-31	$148,743,115	1,170,008	+22.1%	Shares	Defined	2025-05-13
2024-12-31	$133,946,579	957,993	-25.0%	Shares	Defined	2025-02-13
2024-09-30	$243,797,762	1,277,967	+39.1%	Shares	Defined	2024-11-13
2024-06-30	$129,471,684	918,695	+5.1%	Shares	Defined	2024-08-13
2024-03-31	$143,806,332	873,937	+4.9%	Shares	Defined	2024-05-10
2023-12-31	$126,670,465	833,468	+15.3%	Shares	Defined	2024-02-09
2023-09-30	$77,709,082	723,077	-4.4%	Shares	Defined	2023-11-13
2023-06-30	$91,997,517	755,999	-3.2%	Shares	Defined	2023-08-15
2023-03-31	$76,307,708	781,121	-7.1%	Shares	Defined	2023-05-12
2022-12-31	$74,947,573	840,785	-11.4%	Shares	Defined	2023-02-13
2022-09-30	$188,580	2,800	0.0%	Call	Defined	2022-11-14
2022-09-30	$2,357,250	35,000	0.0%	Put	Defined	2022-11-14
2022-09-30	$63,892,248	948,660	-13.2%	Shares	Defined	2022-11-14
2022-06-30	$72,341,764	1,092,941	-45.8%	Shares	Defined	2022-08-12
2022-06-30	$2,316,650	35,000	0.0%	Put	Defined	2022-08-12
2022-06-30	$185,332	2,800	0.0%	Call	Defined	2022-08-12
2022-03-31	$2,607,850	35,000	-56.2%	Put	Defined	2022-05-16
2022-03-31	$208,628	2,800	—	Call	Defined	2022-05-16
2022-03-31	$150,283,614	2,016,959	+7.3%	Shares	Defined	2022-05-16
2021-12-31	$203,939,464	1,880,493	-68.7%	Shares	Defined	2022-02-14
2021-09-30	$504,461,276	6,007,637	+3.6%	Shares	Other	2021-11-15
2021-06-30	$523,812,893	5,796,314	+23.2%	Shares	Other	2021-08-16
2021-03-31	$419,141,339	4,703,112	+106.2%	Shares	Defined	2021-05-13
2020-12-31	$5,513,600	80,000	0.0%	Put	Defined	2021-02-09
2020-12-31	$157,167,302	2,280,431	+3.5%	Shares	Defined	2021-02-09
2020-09-30	$62,000	80,000	0.0%	Put	Defined	2020-11-05
2020-09-30	$166,652,970	2,203,530	-42.6%	Shares	Defined	2020-11-05
2020-06-30	$373,000	80,000	-20.0%	Put	Defined	2020-08-13
2020-06-30	$213,003,186	3,841,356	-6.8%	Shares	Other	2020-08-13
2020-03-31	$3,400,000	100,000	—	Put	Defined	2020-05-14
2020-03-31	$140,155,208	4,122,212	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.