Assenagon Asset Management S.A.
Position in HOV — Hovnanian Enterprises Inc
CIK 1546007
SENNINGERBERG, N4
Position in HOV
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,912,426
+$1,284,933 QoQ
Shares Held
20,451
+39.4% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 24 holders
Holding Since
Sep 2020
21 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, 2026Assenagon Asset Management S.A. holds $111,225,492 across 9 Residential Construction names. HOV ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
6,921 | $47,155,540 | |
| 2 | DHI |
Horton D R Inc /De/
|
151,749 | $24,716,877 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
162,798 | $22,337,513 | |
| 4 | MTH |
Meritage Homes CORP
|
47,235 | $3,960,654 | |
| 5 | TOL |
Toll Brothers, Inc.
|
23,477 | $3,867,835 | |
| 6 | MHO |
M/I Homes, Inc.
|
21,103 | $3,393,151 | |
| 7 | HOV |
Hovnanian Enterprises Inc
This page
|
20,451 | $2,912,426 | |
| 8 | SKY |
Champion Homes, Inc.
|
20,859 | $1,838,095 |
All Filings in HOV
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,912,426 | 20,451 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,627,493 | 14,674 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,034,294 | 20,856 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,726,043 | 21,216 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,801,291 | 17,229 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,232,692 | 40,423 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,286,923 | 32,035 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,720,041 | 47,561 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,355,493 | 37,736 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,725,079 | 55,595 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $10,299,242 | 66,182 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,647,852 | 65,393 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,487,639 | 65,393 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,436,261 | 65,393 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,376,983 | 32,723 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $598,796 | 16,773 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,621,443 | 61,263 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $789,871 | 13,365 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,159,102 | 9,106 | Shares | Sole | 2022-02-01 | |
| 2021-03-31 | $783,004 | 7,405 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $386,955 | 11,899 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||