Position in HD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,384,621
+$123,986 QoQ
Shares Held
3,926
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#2,069
of 4,079 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Thayer Partners, LLC / MA holds $1,851,177 across 2 Home Improvement Retail names. HD ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
3,926 | $1,384,621 | |
| 2 | LOW |
Lowes Companies Inc
|
2,116 | $466,556 |
All Filings in HD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,621 | 3,926 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,260,635 | 3,833 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,302,418 | 3,785 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||