Position in HVT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$120,387
-$18,371 QoQ
Shares Held
5,684
-4.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HVT Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $98,269,482 across 4 Home Improvement Retail names. HVT ranks #3 (0.1% of the industry book) .
All Filings in HVT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,387 | 5,684 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $138,758 | 5,940 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $74,540 | 3,399 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $67,317 | 3,308 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $91,599 | 4,645 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $39,311 | 1,766 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $28,321 | 1,031 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,732 | 543 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,695 | 79 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $177 | 5 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,187 | 76 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,719 | 90 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,116 | 129 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,541 | 85 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,116 | 85 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $834 | 36 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||