Petrus Trust Company’s Haverty Furniture Companies HVT Stock Holding History

Petrus Trust Company’s Portfolio HVT Stock Details HVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,111	Closed	-$226K	–	332
2025 Q2	$226K	Sell	11,111 -5,901	-35%	-$115K	0.02%	429
2025 Q1	$335K	Sell	17,012 -3,015	-15%	-$66K	0.03%	352
2024 Q4	$446K	Sell	20,027 -4,572	-19%	-$108K	0.04%	280
2024 Q3	$676K	Buy	+24,599	New	+$661K	0.07%	114
2024 Q2	–	Sell	-20,158	Closed	-$688K	–	662
2024 Q1	$688K	Buy	20,158 +3,281	+19%	+$112K	0.06%	102
2023 Q4	$599K	Buy	16,877 +140	+0.8%	+$4.28K	0.06%	156
2023 Q3	$482K	Hold	16,737	–	–	0.05%	193
2023 Q2	$506K	Buy	16,737 +8,454	+102%	+$242K	0.06%	155
2023 Q1	$264K	Hold	8,283	–	–	0.03%	364
2022 Q4	$248K	Buy	+8,283	New	+$242K	0.03%	349
2020 Q3	–	Sell	-19,118	Closed	-$306K	–	315
2020 Q2	$306K	Buy	19,118 +2,297	+14%	+$33.5K	0.04%	75
2020 Q1	$200K	Buy	16,821 +4,136	+33%	+$72.8K	0.03%	101
2019 Q4	$256K	Hold	12,685	–	–	0.04%	175
2019 Q3	$257K	Hold	12,685	–	–	0.05%	134
2019 Q2	$216K	Buy	+12,685	New	+$250K	0.04%	207

Other funds holding HVT

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Petrus Trust Company's HVT Position: Q3 2025 in Review

Petrus Trust Company sold out of Haverty Furniture Companies (HVT) in Q3 2025, closing a stake of 11,111 shares — an estimated $226K sold.

Petrus Trust Company first reported a position in HVT in Q2 2019 and held it in 15 quarters. The position peaked at $688K in Q1 2024. 120 funds tracked by Wall St. Rank hold HVT as of Q3 2025.

Petrus Trust Company reported no remaining Haverty Furniture Companies position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 11,111 Haverty Furniture Companies shares in Q3 2025, an estimated $226K.
Petrus Trust Company first reported a position in Haverty Furniture Companies in Q2 2019 and held it in 15 quarters.
Petrus Trust Company's Haverty Furniture Companies position peaked at $688K in Q1 2024.
120 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.