Edgar Wachenheim - Greenhaven Associates Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
Holdings Activity Buys Sells    History
Holding/activity history for  D.R. Horton (DHI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,466,920 7.84 Reduce 0.49% 0.04 $137.22 $475,730,762 SEC
2025   Q4 3,484,146 8.13 Reduce 4.22% 0.40 $144.03 $501,821,548 SEC
2025   Q3 3,637,763 9.38 Reduce 1.18% 0.08 $169.47 $616,491,696 SEC
2025   Q2 3,681,063 7.06 Add 0.17% 0.01 $128.92 $474,562,642 SEC
2025   Q1 3,674,763 7.42 Add 0.09% <0.01 $127.13 $467,172,620 SEC
2024   Q4 3,671,563 7.59 Add 0.00% <0.01 $139.82 $513,357,939 SEC
2024   Q3 3,671,505 8.21 Add 0.04% <0.01 $190.77 $700,413,009 SEC
2024   Q2 3,669,893 6.80 Add 2.28% 0.15 $140.93 $517,198,020 SEC
2024   Q1 3,587,993 5.44 Add 1.13% 0.06 $164.55 $590,404,248 SEC
2023   Q4 3,547,948 5.75 Add 0.98% 0.06 $151.98 $539,217,137 SEC
2023   Q3 3,513,582 4.90 Reduce 2.25% 0.13 $107.47 $377,604,658 SEC
2023   Q2 3,594,442 5.81 Reduce 1.58% 0.09 $121.69 $437,407,647 SEC
2023   Q1 3,652,023 5.54 Reduce 2.92% 0.17 $97.69 $356,766,127 SEC
2022   Q4 3,762,023 5.95 Reduce 0.48% 0.03 $89.14 $335,346,730 SEC
2022   Q3 3,780,303 5.36 Reduce 0.61% 0.03 $67.35 $254,603,000 SEC
2022   Q2 3,803,532 5.43 Add 421.47% 4.39 $66.19 $251,756,000 SEC
2022   Q1 729,385 1.44 Reduce 1.07% 0.02 $74.51 $54,346,000 SEC
2021   Q4 737,285 2.02 Reduce 3.24% 0.07 $108.45 $79,959,000 SEC
2021   Q3 761,945 2.13 Reduce 1.80% 0.04 $83.97 $63,981,000 SEC
2021   Q2 775,945 2.05 Reduce 27.98% 0.61 $90.37 $70,122,000 SEC
2021   Q1 1,077,444 2.17 Reduce 67.51% 2.90 $89.12 $96,022,000 SEC
2020   Q4 3,316,040 4.30 Reduce 5.42% 0.32 $68.92 $228,541,000 SEC
2020   Q3 3,506,171 5.83 Reduce 55.99% 5.48 $75.63 $265,172,000 SEC
2020   Q2 7,966,496 9.78 Reduce 2.74% 0.28 $55.45 $441,742,000 SEC
2020   Q1 8,190,844 10.36 Add 0.95% 0.10 $34.00 $278,489,000 SEC
2019   Q4 8,113,813 9.55 Reduce 2.83% 0.25 $52.75 $428,004,000 SEC
2019   Q3 8,350,534 8.90 Reduce 1.77% 0.11 $52.71 $440,157,000 SEC
2019   Q2 8,500,704 6.40 Reduce 0.52% 0.03 $43.13 $366,635,000 SEC
2019   Q1 8,544,846 6.28 Reduce 0.85% 0.05 $41.38 $353,586,000 SEC
2018   Q4 8,618,221 5.76 Reduce 1.27% 0.07 $34.66 $298,708,000 SEC
2018   Q3 8,729,321 5.70 Add 0.08% <0.01 $42.18 $368,203,000 SEC
2018   Q2 8,721,921 5.36 Add 6.83% 0.34 $41.00 $357,599,000 SEC
2018   Q1 8,164,329 5.63 Reduce 0.31% 0.02 $43.84 $357,924,000 SEC
2017   Q4 8,189,482 6.31 Reduce 0.31% 0.02 $51.07 $418,237,000 SEC
2017   Q3 8,214,782 4.92 Add 0.52% 0.03 $39.93 $328,016,000 SEC
2017   Q2 8,172,140 4.27 Add 6.97% 0.28 $34.57 $282,511,000 SEC
2017   Q1 7,639,606 4.04 Add 3.24% 0.13 $33.31 $254,475,000 SEC
2016   Q4 7,399,792 3.41 Add 9.15% 0.29 $27.33 $202,236,000 SEC
2016   Q3 6,779,531 3.91 Add 1.67% 0.06 $30.20 $204,742,000 SEC
2016   Q2 6,667,915 4.12 Reduce 0.77% 0.03 $31.48 $209,906,000 SEC
2016   Q1 6,719,617 3.88 Add 6.69% 0.24 $30.23 $203,134,000 SEC
2015   Q4 6,298,245 3.84 Add 65.42% 1.52 $32.03 $201,733,000 SEC
2015   Q3 3,807,390 2.23 Add 1.68% 0.04 $29.36 $111,785,000 SEC
2015   Q2 3,744,390 1.87 Add 65.52% 0.74 $27.36 $102,446,000 SEC
2015   Q1 2,262,200 1.16 Add 11.21% 0.12 $28.48 $64,427,000 SEC
2014   Q4 2,034,200 0.93 Buy 0.93 $25.29 $51,445,000 SEC
2005   Q1 0 0.00 Sell 100.00% 1.25 SEC
2004   Q4 436,400 1.25 Reduce 81.24% 3.59 $40.31 $17,591,000 SEC
2004   Q3 2,326,650 4.42 Reduce 12.87% 0.54 $33.11 $77,035,000 SEC
2004   Q2 2,670,275 4.18 Reduce 3.61% 0.19 $28.40 $75,836,000 SEC
2004   Q1 2,770,275 5.28 Add 50.00% 1.76 $35.43 $98,151,000 SEC
2003   Q4 1,846,850 4.14 Reduce 9.28% 0.36 $43.26 $79,895,000 SEC
2003   Q3 2,035,850 3.92 $32.70 $66,572,000 SEC
2003   Q2 2,035,850 3.37 Reduce 0.68% 0.03 $28.10 $57,207,000 SEC
2003   Q1 2,049,850 4.96 Add 12.39% 0.55 $19.20 $39,357,000 SEC
2002   Q4 1,823,950 3.89 Add 99.31% 1.94 $17.35 $31,646,000 SEC
2002   Q3 915,150 1.38 $18.62 $17,040,000 SEC
2002   Q2 915,150 1.51 Reduce 21.86% 1.33 $26.03 $23,821,000 SEC
2002   Q1 1,171,236 6.10 Reduce 20.82% 0.70 $37.70 $44,156,000 SEC
2001   Q4 1,479,236 3.36 $32.09 $47,469,000 SEC
2001   Q3 1,479,236 3.20 Add 4.12% 0.13 $20.86 $30,857,000 SEC
2001   Q2 1,420,736 2.74 Reduce 60.15% 6.05 $22.70 $32,251,000 SEC
2001   Q1 3,565,502 10.06 Add 962.74% 9.11 $35.61 $126,956,000 SEC
2000   Q4 335,502 0.66 $25.44 $8,534,000 SEC
2000   Q3 335,502 0.50 Add 9.00% 0.04 $17.06 $5,725,000 SEC
2000   Q2 307,800 0.44 Buy 0.44 $13.56 $4,175,000 SEC