MONTAG A & ASSOCIATES INC

Position in DHI — Horton D R Inc /De/

CIK 829407 ATLANTA, GA

Position in DHI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$56,030

-$2,925,211 QoQ

Shares Held

344

-98.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,023

of 1,224 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $9,136,380 across 6 Residential Construction names. DHI ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHM	Pultegroup Inc/Mi/	42,265	$5,799,180
2	NVR	Nvr Inc	419	$2,854,814
3	IBP	Installed Building Products, Inc.	1,500	$344,760
4	DHI	Horton D R Inc /De/ This page	344	$56,030
5	LEN	Lennar Corp /New/	503	$45,516
6	TOL	Toll Brothers, Inc.	219	$36,080

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,030	344	-98.4%	Shares	Sole	2026-08-05
2026-03-31	$2,981,241	21,726	+163.5%	Shares	Sole	2026-04-29
2025-12-31	$1,187,671	8,246	+19.6%	Shares	Sole	2026-02-02
2025-09-30	$1,168,495	6,895	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.