Position in HVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,047,598
+$53,388 QoQ
Shares Held
41,034
-12.6% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 138 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HVT Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026HSBC HOLDINGS PLC holds $1,328,365,295 across 4 Home Improvement Retail names. HVT ranks #3 (0.1% of the industry book) .
All Filings in HVT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,047,598 | 41,034 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $994,210 | 46,941 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,079,325 | 46,204 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $1,032,442 | 47,079 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,010,072 | 49,635 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $763,006 | 38,692 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $522,976 | 23,494 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $360,928 | 13,139 | Shares | Defined | 2024-11-14 | |
| 2022-03-31 | $208,666 | 7,610 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $573,279 | 18,753 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $525,640 | 15,593 | Shares | Defined | 2021-11-12 | |
| 2020-06-30 | $391,968 | 24,498 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $359,041 | 30,197 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||