What smart money is saying about D.R. Horton Inc
DHI
No fund has written a full thesis on D.R. Horton Inc in our archive, but 2 fund letters report a position in it — most recently JAG Capital Management Enhanced Core Fixed Income in June 2026.
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2
Reported positions
0
Bought
0
Sold
3
Letters
Position history
Every position in D.R. Horton Inc on record in the archive was reported in Q2 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
Fund activity · 2 positions
- HoldsJAG Capital Management Enhanced Core Fixed IncomeJune 2026
“Highlighted Contributors Block Inc (XYZ) 6.50% due 5/15/2032 (Ba1/BB+) rebounded after reporting better-than-expected growth and profitability in May. Continued momentum at Cash App and improved operating leverage led management to raise its full-year outlook, supporting further spread recovery following Q1 weakness. D.R. Horton Inc (DHI) 5.50% due 10/15/2035 (A3/BBB+) outperformed as its spread recovered from elevated Q1 levels, with the bond’s longer duration amplifying the benefit.”
Read the letterD.R. Horton Inc - HoldsJAG Capital Management Corporate Fixed IncomeJune 2026
“Highlighted Contributors Block Inc (XYZ) 6.50% due 5/15/2032 (Ba1/BB+) rebounded after reporting better-than-expected growth and profitability in May. Continued momentum at Cash App and improved operating leverage led management to raise its full-year outlook, supporting further spread recovery following Q1 weakness. D.R. Horton Inc (DHI) 5.50% due 10/15/2035 (A3/ BBB+) outperformed as its spread recovered from elevated Q1 levels, with the bond’s longer duration amplifying the benefit.”
Read the letterD.R. Horton Inc
Also mentioned · 1
These funds discuss D.R. Horton Inc — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDonville Kent Capital Ideas Fund LPJune 2026
“Case Study – DR Horton o DR Horton was seeing $1.7M in theft and with Zedcor that amount dropped to $70K.”
Read the letterD.R. Horton Inc
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