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Equibles

EMG Holdings, L.P.

Position in MFA — Mfa Financial, Inc.

CIK 1478394 OLD GREENWICH, CT
Back to MFA Full portfolio

Position in MFA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,072,960
-$3,043,659 QoQ
Shares Held
317,127
-50.3% QoQ
Ownership
0.314%
of shares outstanding
% of Portfolio
5.12%
of 13F equity value
Holder Rank
#27
of 212 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MFA Over Time

Shares Held

Position Value (USD)

Derivatives in MFA

reported options exposure · as of Jun 30, 2022
CallValue
$3,225,000
CallShares
300,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

EMG Holdings, L.P. holds $24,809,398 across 3 REIT - Mortgage names. MFA ranks #3 (12.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EFC
Ellington Financial Inc.
 1,122,952 $15,283,376
2 PMT
PennyMac Mortgage Investment Trust
 572,080 $6,453,062
3 MFA
Mfa Financial, Inc.
This page 		317,127 $3,072,960

All Filings in MFA

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,072,960 317,127
2026-03-31 $6,116,619 638,478
2025-12-31 $6,698,340 719,478
2025-09-30 $9,760,101 1,062,035
2025-06-30 $9,270,506 979,969
2025-03-31 $6,238,634 608,054
2024-12-31 $2,222,439 218,100
2024-09-30 $5,818,700 457,445
2024-06-30 $8,061,853 757,693
2024-03-31 $10,652,501 933,611
2023-12-31 $10,349,263 918,302
2023-09-30 $20,960,390 2,181,102
2023-06-30 $19,780,848 1,759,862
2023-03-31 $20,879,586 2,104,797
2022-12-31 $15,330,086 1,556,354
2022-09-30 $12,058,681 1,549,959
2022-06-30 $3,225,000 300,000
2022-06-30 $9,395,424 873,993
2021-12-31 $12,457,833 2,731,981
2021-12-31 $13,680,000 3,000,000
2021-09-30 $10,245,793 2,241,968