Steamboat Capital Partners’s Hovnanian Enterprises HOV Stock Holding History

Steamboat Capital Partners’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
2025 Q4	–	Sell	-11,291	Closed	-$1.45M	–	62
2025 Q3	$1.45M	Sell	11,291 -753	-6%	-$100K	0.38%	54
2025 Q2	$1.26M	Sell	12,044 -236	-2%	-$23.1K	0.36%	52
2025 Q1	$1.29M	Buy	+12,280	New	+$1.48M	0.39%	46
2022 Q4	–	Sell	-135,101	Closed	-$4.82M	–	32
2022 Q3	$4.82M	Sell	135,101 -63,668	-32%	-$2.82M	2.39%	14
2022 Q2	$8.77M	Sell	198,769 -16,489	-8%	-$801K	3.02%	12
2022 Q1	$12.7M	Buy	215,258 +134,693	+167%	+$12.2M	3.76%	10
2021 Q4	$10.3M	Sell	80,565 -139,271	-63%	-$13.7M	3.14%	12
2021 Q3	$21.2M	Buy	219,836 +35,402	+19%	+$3.53M	4.92%	4
2021 Q2	$19.6M	Buy	184,434 +116,873	+173%	+$13.6M	5.05%	3
2021 Q1	$7.14M	Buy	+67,561	New	+$4.4M	2.11%	19

Other funds holding HOV

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

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

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Steamboat Capital Partners's HOV Position: Q4 2025 in Review

Steamboat Capital Partners sold out of Hovnanian Enterprises (HOV) in Q4 2025, closing a stake of 11,291 shares — an estimated $1.45M sold.

Steamboat Capital Partners first reported a position in HOV in Q1 2021 and held it in 10 quarters. The position peaked at $21.2M in Q3 2021. 150 funds tracked by Wall St. Rank hold HOV as of Q4 2025.

Steamboat Capital Partners reported no remaining Hovnanian Enterprises position as of Q4 2025 after selling out during the quarter.
Steamboat Capital Partners sold 11,291 Hovnanian Enterprises shares in Q4 2025, an estimated $1.45M.
Steamboat Capital Partners first reported a position in Hovnanian Enterprises in Q1 2021 and held it in 10 quarters.
Steamboat Capital Partners's Hovnanian Enterprises position peaked at $21.2M in Q3 2021.
150 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q4 2025.

Based on Steamboat Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.