Forager Capital Management’s Hovnanian Enterprises HOV Stock Holding History

Forager Capital Management’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	$21.3M	Sell	149,547 -86,768	-37%	-$9.92M	8.01%	7
2026 Q1	$26.2M	Hold	236,315	–	–	13.05%	3
2025 Q4	$23.1M	Sell	236,315 -7,042	-3%	-$830K	10.44%	4
2025 Q3	$31.3M	Buy	243,357 +3,857	+2%	+$514K	13.8%	3
2025 Q2	$25M	Buy	239,500 +36,828	+18%	+$3.61M	12.24%	4
2025 Q1	$21.2M	Buy	202,672 +13,604	+7%	+$1.64M	10.5%	5
2024 Q4	$25.3M	Buy	189,068 +72,068	+62%	+$12.6M	10.59%	4
2024 Q3	$23.9M	Buy	117,000 +4,000	+4%	+$768K	9.4%	4
2024 Q2	$16M	Buy	+113,000	New	+$17M	6.87%	8

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Forager Capital Management's HOV Position: Q2 2026 in Review

Forager Capital Management reduced its Hovnanian Enterprises (HOV) stake by 37% in Q2 2026, selling an estimated $9.92M and leaving 149,547 shares worth $21.3M. The position accounts for 8.01% of the portfolio, ranked #7.

Forager Capital Management first reported a position in HOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $31.3M in Q3 2025. 182 funds tracked by Wall St. Rank hold HOV as of Q2 2026.

Forager Capital Management held 149,547 shares of Hovnanian Enterprises worth $21.3M as of Q2 2026.
Forager Capital Management sold 86,768 Hovnanian Enterprises shares in Q2 2026, an estimated $9.92M.
Hovnanian Enterprises made up 8.01% of Forager Capital Management's portfolio in Q2 2026, its #7 holding.
Forager Capital Management first reported a position in Hovnanian Enterprises in Q2 2024 and has held it in 9 quarters since.
Forager Capital Management's Hovnanian Enterprises position peaked at $31.3M in Q3 2025.
182 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q2 2026.

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