DF DENT & CO INC

Position in HD — Home Depot, Inc.

CIK 934999 BALTIMORE, MD

Position in HD

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

Position Value

$3,102,878

+$84,326 QoQ

Shares Held

8,798

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,464

of 4,086 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

DF DENT & CO INC holds $51,597,403 across 3 Home Improvement Retail names. HD ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FND	Floor & Decor Holdings, Inc.	750,501	$44,549,739
2	LOW	Lowes Companies Inc	17,891	$3,944,786
3	HD	Home Depot, Inc. This page	8,798	$3,102,878

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,102,878	8,798	-4.1%	Shares	Sole	2026-08-14
2026-03-31	$3,018,552	9,178	-5.0%	Shares	Sole	2026-05-15
2025-12-31	$3,323,317	9,658	+2.7%	Shares	Sole	2026-02-17
2025-09-30	$3,810,406	9,404	+60.4%	Shares	Sole	2025-11-14
2025-06-30	$2,149,243	5,862	+8.6%	Shares	Sole	2025-08-14
2025-03-31	$1,978,313	5,398	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$2,151,114	5,530	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$2,254,127	5,563	0.0%	Shares	Sole	2024-11-15
2024-06-30	$1,915,007	5,563	-4.1%	Shares	Sole	2024-08-14
2024-03-31	$2,224,112	5,798	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,998,207	5,766	+10.7%	Shares	Sole	2024-02-14
2023-09-30	$1,574,253	5,210	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$1,619,676	5,214	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$1,548,789	5,248	+25.3%	Shares	Sole	2023-05-15
2022-12-31	$1,322,821	4,188	-0.5%	Shares	Sole	2023-02-15
2022-09-30	$1,161,983	4,211	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,157,419	4,220	-0.8%	Shares	Sole	2022-08-15
2022-03-31	$1,273,649	4,255	+8.6%	Shares	Sole	2022-05-16
2021-12-31	$1,626,424	3,919	+1.4%	Shares	Sole	2022-02-14
2021-09-30	$1,268,724	3,865	-0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,235,060	3,873	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,182,233	3,873	-0.1%	Shares	Sole	2021-05-17
2020-12-31	$1,030,074	3,878	-6.3%	Shares	Sole	2021-02-16
2020-09-30	$1,149,163	4,138	+23.7%	Shares	Sole	2020-11-16
2020-06-30	$837,705	3,344	-8.3%	Shares	Sole	2020-08-14
2020-03-31	$681,118	3,648	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.