SEC 13F Intelligence

Dilation Capital Management LP / DHI

Dilation Capital Management LP’s D R Horton Inc Position

Does Dilation Capital Management LP own D R Horton Inc (DHI)? Not currently — the last reported position was 79.0K shares worth $11M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2025
Shares
79.0K
% of Portfolio
+5.23%
Quarters Held
2
position exited

Position History DHI

Reported value by quarter
Q3 ’25: $13MQ3 ’25Q4 ’25: $11MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202579.0K$11M+5.23%
Q3 202579.0K$13M+6.64%

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