Edgar Wachenheim III added DHI · D.R. Horton, Inc.
$513M · now 0.1% of the portfolio
TRADED BY
Sep 30
FILED
Oct 26
YOU SEE IT
Oct 26
26 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$147 now
OUR VALUE
$147 today
low $186mid $248high $311
3 models, as of 2026-10-26.
Still worth a look: the price is 21% below our low estimate.
周一价值信
每周一封：杰出价值投资者买了什么、卖了什么，以及我们的看法。