Position in HOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,844,533
+$2,960,749 QoQ
Shares Held
104,238
-2.7% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#11
of 180 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HOV Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GW&K Investment Management, LLC holds $192,515,606 across 10 Residential Construction names. HOV ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
|
153,439 | $94,269,852 | |
| 2 | SKY |
Champion Homes, Inc.
|
542,381 | $47,794,613 | |
| 3 | GRBK |
Green Brick Partners, Inc.
|
297,698 | $23,827,747 | |
| 4 | HOV |
Hovnanian Enterprises Inc
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|
104,238 | $14,844,533 | |
| 5 | LEGH |
Legacy Housing Corp
|
443,546 | $11,651,953 | |
| 6 | LEN |
Lennar Corp /New/
|
421 | $38,096 | |
| 7 | DHI |
Horton D R Inc /De/
|
209 | $34,041 | |
| 8 | TOL |
Toll Brothers, Inc.
|
182 | $29,984 |
All Filings in HOV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,844,533 | 104,238 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,883,784 | 107,148 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,849,939 | 121,488 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,508,705 | 112,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,178,924 | 116,489 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,328,450 | 117,739 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,318,241 | 114,469 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $22,269,994 | 108,969 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,632,361 | 138,334 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,380,699 | 129,863 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $24,304,887 | 156,181 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $16,625,069 | 163,536 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $13,264,476 | 133,701 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,754,819 | 129,051 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||