Position in HVT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,722,565
+$1,519,065 QoQ
Shares Held
63,358
+533.6% QoQ
Ownership
0.406%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
9 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, 2026TRUIST FINANCIAL CORP holds $449,364,245 across 4 Home Improvement Retail names. HVT ranks #3 (0.4% of the industry book) .
All Filings in HVT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,033 | 22,328 | Shares | Defined | 2026-07-28 | |
| 2025-06-30 | $203,500 | 10,000 | Shares | Defined | 2025-07-18 | |
| 2023-03-31 | $566,881 | 17,765 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $531,173 | 17,765 | Shares | Defined | 2023-02-17 | |
| 2022-03-31 | $262,190 | 9,562 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $292,310 | 9,562 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $322,335 | 9,562 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $527,401 | 12,334 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $458,701 | 12,334 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||