Position in HVT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$789,843
-$410,111 QoQ
Shares Held
37,292
-27.4% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HVT Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Mar 31, 2026UBS Group AG holds $3,066,012,287 across 6 Home Improvement Retail names. HVT ranks #4 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
|
7,225,256 | $2,376,314,442 | |
| 2 | LOW |
Lowes Companies Inc
|
2,687,926 | $635,103,152 | |
| 3 | FND |
Floor & Decor Holdings, Inc.
|
1,059,075 | $53,801,008 | |
| 4 | HVT |
Haverty Furniture Companies Inc
This page
|
37,292 | $789,843 | |
| 5 | LIVE |
LIVE VENTURES Inc
|
231 | $2,760 | |
| 6 | TBHC |
BRAND HOUSE COLLECTIVE, INC.
|
1,165 | $1,082 |
All Filings in HVT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $789,843 | 37,292 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,199,954 | 51,368 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $575,025 | 26,221 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $518,537 | 25,481 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,426,761 | 72,351 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,895,505 | 85,153 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $281,896 | 10,262 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $254,593 | 10,067 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $518,179 | 15,187 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $605,949 | 17,069 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $302,044 | 10,495 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $502,679 | 16,634 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $385,025 | 12,066 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $336,374 | 11,250 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $116,730 | 4,688 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $29,044 | 1,253 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,570,205 | 57,265 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,849,208 | 60,491 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,382,177 | 41,002 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,858,519 | 43,464 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,570,644 | 42,233 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,232,255 | 44,534 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $150,118 | 7,169 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $202,256 | 12,641 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $179,871 | 15,128 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||