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Equibles

TWO SIGMA INVESTMENTS, LP

Position in HOV — Hovnanian Enterprises Inc

CIK 1179392 NEW YORK, NY
Back to HOV Full portfolio

Position in HOV

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$8,112,100
+$309,804 QoQ
Shares Held
56,963
-19.0% QoQ
Ownership
0.956%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 180 holders
Holding Since
Jun 2020
19 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, 2026

TWO SIGMA INVESTMENTS, LP holds $930,792,699 across 17 Residential Construction names. HOV ranks #10 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DHI
Horton D R Inc /De/
 1,455,418 $237,058,483
2 LEN
Lennar Corp /New/
 2,571,015 $232,651,147
3 MTH
Meritage Homes CORP
 1,839,080 $154,206,858
4 KBH
Kb Home
 1,876,888 $117,474,419
5 TOL
Toll Brothers, Inc.
 486,199 $80,101,285
6 PHM
Pultegroup Inc/Mi/
 289,291 $39,693,618
7 MHO
M/I Homes, Inc.
 141,141 $22,694,061
8 LGIH
LGI Homes, Inc.
 304,216 $19,372,474

All Filings in HOV

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,112,100 56,963
2026-03-31 $7,802,296 70,348
2025-12-31 $7,449,032 76,369
2025-09-30 $6,112,783 47,574
2025-06-30 $3,401,325 32,533
2025-03-31 $897,783 8,574
2024-12-31 $362,786 2,711
2024-09-30 $1,532,570 7,499
2024-06-30 $766,226 5,399
2024-03-31 $2,123,084 13,528
2023-12-31 $4,397,821 28,260
2023-09-30 $528,022 5,194
2023-06-30 $1,808,995 18,234
2023-03-31 $2,394,480 35,296
2022-12-31 $828,302 19,684
2022-06-30 $234,446 5,479
2021-12-31 $2,491,192 19,571
2021-09-30 $1,257,696 13,048
2020-06-30 $238,063 10,178