SEC 13F Intelligence

Covalent Partners LLC / DHI

Covalent Partners LLC’s D R Horton Inc Position

Does Covalent Partners LLC own D R Horton Inc (DHI)? Not currently — the last reported position was 35.0K shares worth $2M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2022
Shares
35.0K
% of Portfolio
+2.89%
Quarters Held
6
position exited

Position History DHI

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $4MQ2 ’21Q3 ’21: $3MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202235.0K$2M+2.89%
Q1 202246.7K$3M+2.94%
Q4 202141.0K$4M+3.77%
Q3 202141.0K$3M+5.72%
Q2 202143.0K$4M+3.40%
Q1 202125.0K$2M+3.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of DHI.