Position in HOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$668,472
+$151,188 QoQ
Shares Held
4,694
+0.6% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#73
of 180 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in HOV Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $53,460,510 across 13 Residential Construction names. HOV ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
91,640 | $14,926,322 | |
| 2 | LEN |
Lennar Corp /New/
|
94,610 | $8,555,680 | |
| 3 | TOL |
Toll Brothers, Inc.
|
45,429 | $7,484,426 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
48,456 | $6,648,646 | |
| 5 | IBP |
Installed Building Products, Inc.
|
22,629 | $5,201,049 | |
| 6 | MHO |
M/I Homes, Inc.
|
12,631 | $2,030,938 | |
| 7 | SKY |
Champion Homes, Inc.
|
22,624 | $1,993,625 | |
| 8 | NVR |
Nvr Inc
|
284 | $1,935,004 |
All Filings in HOV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,472 | 4,694 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $517,284 | 4,664 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $458,047 | 4,696 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $611,483 | 4,759 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $496,821 | 4,752 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $507,738 | 4,849 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $647,421 | 4,838 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $990,785 | 4,848 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $461,948 | 3,255 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $618,499 | 3,941 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||