DHI β€” D R HORTON INC COM

Ownership history in BOKF, NA  Β·  41 quarters on record

This page tracks every 13F SEC filing in which BOKF, NA reported a position in D R HORTON INC COM (DHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.12% (2017 Q4)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2010 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
41

Position Intelligence

BOKF, NA Γ— DHI AI Analytics

πŸ“ˆ BOKF, NA outperformed the S&P 500 by +17.7% annually on this DHI position. Timing score: 47% (18/38 decisions correct). Average cost basis: $32.30. Maximum drawdown during holding period: –38.6%.

πŸ“ˆ Position Alpha vs SPY
+17.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 17.7% per year on this position.
40 quarters analyzed

⏱️ Timing Score
47%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
18 of 38 add/trim decisions correct

πŸ’° Entry Quality
$32.30
+421.6% vs current ($168.47)

Best entry: $8.29 (2010 Q2)  Β·  Worst: $168.47 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–38.6%
max drawdown while held

πŸ’ͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
54%
buy-side decisions

21 adds Β· 18 trims. Bought during 8 of 15 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DHI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 475 +335 +239.3% 0.00% $80K $168.47
2025 Q2 ADDED 140 +50 +55.6% 0.00% $18K $127.82
2025 Q1 UNCHANGED 90 β€” 0% 0.00% $11K $125.65
2024 Q4 ADDED 90 +16 +21.6% 0.00% $12K $137.78
2024 Q3 UNCHANGED 74 β€” 0% 0.00% $14K $187.54
2024 Q2 ADDED 74 +36 +94.7% 0.00% $10K $138.32
2024 Q1 REDUCED 38 -215 -85.0% 0.00% $6K $161.16
2023 Q4 ADDED 253 +227 +873.1% 0.00% $38K $148.54
2023 Q3 REDUCED 26 -125 -82.8% 0.00% $3K $104.79
2023 Q2 ADDED 151 +83 +122.1% 0.00% $18K $118.42
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to BOKF, NA Holdings