Brightline Capital Management’s Hovnanian Enterprises HOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-81,000	Closed	-$16.6M	–	17
2024 Q3	$16.6M	Buy	81,000 +33,000	+69%	+$6.74M	6.99%	5
2024 Q2	$6.81M	Buy	48,000 +3,000	+7%	+$426K	3.38%	15
2024 Q1	$7.06M	Buy	+45,000	New	+$7.06M	4.25%	12