John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  D.R. Horton, Inc. (DHI)
← All DHI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.79 $66.01–92.45 · VW $80.78i SEC
2022   Q3 4,708,096 2.79 Reduce 38.19% 1.48 $66.75–80.39 · VW $72.73i $317,090,000 SEC
2022   Q2 7,617,265 3.87 Reduce 2.58% 0.09 $59.25–77.28 · VW $70.19i $504,187,000 SEC
2022   Q1 7,818,902 3.48 Reduce 7.15% 0.34 $74.47–108.64 · VW $85.39i $582,586,000 SEC
2021   Q4 8,421,104 4.72 Reduce 2.08% 0.08 $82.30–110.45 · VW $97.99i $913,269,000 SEC
2021   Q3 8,599,952 3.77 Add 3.27% 0.12 $83.94–99.65 · VW $91.85i $722,138,000 SEC
2021   Q2 8,327,783 4.05 Reduce 18.86% 0.98 $86.73–106.89 · VW $94.89i $752,582,000 SEC
2021   Q1 10,263,634 5.17 Reduce 2.83% 0.12 $64.32–91.05 · VW $79.31i $914,695,000 SEC
2020   Q4 10,562,410 4.40 Add 1.16% 0.05 $64.82–81.21 · VW $71.68i $727,961,000 SEC
2020   Q3 10,441,364 5.19 Add 11.84% 0.55 $53.50–77.45 · VW $69.02i $789,680,000 SEC
2020   Q2 9,335,737 4.09 Add 56.28% 1.47 $31.20–59.84 · VW $49.54i $517,667,000 SEC
2020   Q1 5,973,847 2.26 Reduce 38.42% 1.48 $25.51–62.54 · VW $48.28i $203,111,000 SEC
2019   Q4 9,700,214 3.86 Add 3.50% 0.13 $50.15–56.12 · VW $53.19i $511,686,000 SEC
2019   Q3 9,372,630 3.75 Add 4.33% 0.16 $42.93–53.06 · VW $48.57i $494,031,000 SEC
2019   Q2 8,983,987 3.04 Buy 3.04 $40.89–47.02 · VW $43.82i $387,479,000 SEC
Price snapshot:
Current price$148.85
52-week low$127.63
52-week high$182.90