Dmitry Balyasny’s Hovnanian Enterprises HOV Stock Holding History

Dmitry Balyasny’s Portfolio HOV Stock Details HOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Buy	8,861 +6,199	+233%	+$708K	﹤0.01%	2081
2026 Q1	$295K	Sell	2,662 -1,240	-32%	-$145K	﹤0.01%	2565
2025 Q4	$381K	Sell	3,902 -297	-7%	-$35K	﹤0.01%	2642
2025 Q3	$540K	Buy	+4,199	New	+$560K	﹤0.01%	2368
2024 Q1	–	Sell	-3,481	Closed	-$542K	–	2820
2023 Q4	$542K	Buy	+3,481	New	+$350K	﹤0.01%	1922
2022 Q3	–	Sell	-10,552	Closed	-$452K	–	3015
2022 Q2	$452K	Buy	+10,552	New	+$512K	﹤0.01%	2010
2017 Q4	–	Sell	-2,160	Closed	-$104K	–	2158
2017 Q3	$104K	Buy	+2,160	New	+$116K	﹤0.01%	1771
2015 Q4	–	Sell	-45,572	Closed	-$2.02M	–	1320
2015 Q3	$2.02M	Buy	45,572 +44,589	+4,536%	+$2.19M	0.01%	665
2015 Q2	$65K	Sell	983 -15,267	-94%	-$1.2M	﹤0.01%	1090
2015 Q1	$1.45M	Buy	+16,250	New	+$1.47M	0.01%	668

Other funds holding HOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dmitry Balyasny's HOV Position: Q2 2026 in Review

Dmitry Balyasny increased its Hovnanian Enterprises (HOV) stake by 233% in Q2 2026, buying an estimated $708K and bringing the position to 8,861 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Dmitry Balyasny first reported a position in HOV in Q1 2015 and has held it in 10 quarters since. The position peaked at $2.02M in Q3 2015. 180 funds tracked by Wall St. Rank hold HOV as of Q2 2026.

Dmitry Balyasny held 8,861 shares of Hovnanian Enterprises worth $1.26M as of Q2 2026.
Dmitry Balyasny bought 6,199 Hovnanian Enterprises shares in Q2 2026, an estimated $708K.
Hovnanian Enterprises made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2081 holding.
Dmitry Balyasny first reported a position in Hovnanian Enterprises in Q1 2015 and has held it in 10 quarters since.
Dmitry Balyasny's Hovnanian Enterprises position peaked at $2.02M in Q3 2015.
180 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.