Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
Holdings Activity Buys Sells    History
Holding/activity history for  D.R. Horton (DHI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 73,836 1.64 Reduce 5.57% 0.11 $137.22 $10,131,776 SEC
2025   Q4 78,194 2.05 Add 0.15% <0.01 $144.03 $11,262,282 SEC
2025   Q3 78,078 2.53 Reduce 0.14% <0.01 $172.44 $13,463,770 SEC
2025   Q2 78,189 2.08 Reduce 0.71% 0.01 $128.92 $10,080,126 SEC
2025   Q1 78,745 2.01 $127.13 $10,010,852 SEC
2024   Q4 78,745 2.13 $139.82 $11,010,126 SEC
2024   Q3 78,745 2.46 Reduce 25.71% 0.66 $190.77 $15,022,184 SEC
2024   Q2 105,990 2.56 Reduce 13.83% 0.45 $140.93 $14,937,171 SEC
2024   Q1 122,998 3.23 $164.55 $20,239,321 SEC
2023   Q4 122,998 3.07 Reduce 22.55% 0.65 $151.98 $18,693,236 SEC
2023   Q3 158,814 2.90 Reduce 4.14% 0.14 $108.92 $17,298,021 SEC
2023   Q2 165,678 3.33 Reduce 16.90% 0.56 $121.69 $20,161,356 SEC
2023   Q1 199,374 3.33 Reduce 5.28% 0.17 $97.69 $19,476,846 SEC
2022   Q4 210,497 3.26 Reduce 6.12% 0.18 $89.14 $18,763,703 SEC
2022   Q3 224,212 2.97 Reduce 2.17% 0.06 $67.35 $15,101,000 SEC
2022   Q2 229,190 2.70 Add 7,469.02% 2.66 $66.19 $15,171,000 SEC
2022   Q1 3,028 0.03 Buy 0.03 $74.64 $226,000 SEC