Jeremy Grantham's position in D.R. Horton is currently worth $37.3M. That's 0.11% of their equity portfolio (104th largest holding). The first D.R. Horton trade was made in Q1 2013. Since then Jeremy Grantham bought shares ten more times and sold shares on nineteen occasions. The stake costed the investor $19.6M, netting the investor a gain of 90% so far.
Everyone¡¯s definition of a must-buy stock is different. I remember writing about Church & Dwight (NYSE: CHD ) in 2016 when it was on one heck of a heater, as...