Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

DHI holding history

Horton D R Inc in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DHI overview All 13F holders of DHI Full Q2 2026 holdings

Shares (Q2 2026): 126,420
Value: $20.6M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of DHI by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	126,420	$20.6M	1.3%	+350.0%	Added	Holders
Q1 2026	126,385	$17.3M	1.3%	+3,078+2.5%	Added	Holders
Q4 2025	123,307	$17.8M	1.3%	+4,470+3.8%	Added	Holders
Q3 2025	118,837	$20.1M	1.5%	+4,212+3.7%	Added	Holders
Q2 2025	114,625	$14.8M	1.2%	+3,633+3.3%	Added	Holders
Q1 2025	110,992	$14.1M	1.3%	+2,158+2.0%	Added	Holders
Q4 2024	108,834	$15.2M	1.4%	+2,065+1.9%	Added	Holders
Q3 2024	106,769	$20.4M	1.9%	+520.0%	Added	Holders
Q2 2024	106,717	$15.0M	1.4%	+5,740+5.7%	Added	Holders
Q1 2024	100,977	$16.6M	1.7%	−951−0.9%	Reduced	Holders
Q4 2023	101,928	$15.5M	1.8%	+86+0.1%	Added	Holders
Q3 2023	101,842	$10.9M	1.5%	−550−0.5%	Reduced	Holders
Q2 2023	102,392	$12.5M	1.6%	+666+0.7%	Added	Holders
Q1 2023	101,726	$9.94M	1.4%	+1,186+1.2%	Added	Holders
Q4 2022	100,540	$8.96M	1.4%	−2,720−2.6%	Reduced	Holders
Q3 2022	103,260	$6.96M	1.2%	+772+0.8%	Added	Holders
Q2 2022	102,488	$6.78M	1.1%	+11,659+12.8%	Added	Holders
Q1 2022	90,829	$6.77M	0.9%	−668−0.7%	Reduced	Holders
Q4 2021	91,497	$9.92M	1.1%	+8,556+10.3%	Added	Holders
Q3 2021	82,941	$6.96M	0.8%	+4,538+5.8%	Added	Holders
Q2 2021	78,403	$7.08M	0.9%	+41,507+112.5%	Added	Holders
Q1 2021	36,896	$3.29M	0.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.