OBC
HOV icon

Oakum Bay Capital’s Hovnanian Enterprises HOV Stock Holding History

Oakum Bay Capital’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
Q1 		$271K Sell
2,441
-159
-6% -$18.5K 0.15% 50
2025
Q4 		$254K Buy
+2,600
New +$307K 0.12% 41

Other funds holding HOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Oakum Bay Capital's HOV Position: Q1 2026 in Review

Oakum Bay Capital reduced its Hovnanian Enterprises (HOV) stake by 6.1% in Q1 2026, selling an estimated $18.5K and leaving 2,441 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #50.

Oakum Bay Capital first reported a position in HOV in Q4 2025 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold HOV as of Q1 2026.

  • Oakum Bay Capital held 2,441 shares of Hovnanian Enterprises worth $271K as of Q1 2026.
  • Oakum Bay Capital sold 159 Hovnanian Enterprises shares in Q1 2026, an estimated $18.5K.
  • Hovnanian Enterprises made up 0.15% of Oakum Bay Capital's portfolio in Q1 2026, its #50 holding.
  • Oakum Bay Capital first reported a position in Hovnanian Enterprises in Q4 2025 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.