TLS Advisors’s Hovnanian Enterprises HOV Stock Holding History

TLS Advisors’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	$429K	Buy	+3,872	New	+$451K	1.02%	12
2025 Q4	–	Sell	-3,872	Closed	-$466K	–	18
2025 Q3	$466K	Hold	3,872	–	–	1.35%	9
2025 Q2	$405K	Hold	3,872	–	–	1.26%	10
2025 Q1	$405K	Hold	3,872	–	–	0.91%	13
2024 Q4	$518K	Hold	3,872	–	–	1.18%	12
2024 Q3	$791K	Hold	3,872	–	–	1.67%	12
2024 Q2	$549K	Hold	3,872	–	–	1.37%	12
2024 Q1	$607K	Hold	3,872	–	–	1.41%	12
2023 Q4	$602K	Hold	3,872	–	–	2%	11
2023 Q3	$393K	Hold	3,872	–	–	1.59%	11
2023 Q2	$384K	Hold	3,872	–	–	1.65%	11
2023 Q1	$263K	Sell	3,872 -2,600	-40%	-$159K	1.35%	11
2022 Q4	$272K	Buy	+6,472	New	+$274K	1.34%	13

Other funds holding HOV

BlackRock New York $5.72T AUM 30.48% 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GKIM

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

TLS Advisors's HOV Position: Q1 2026 in Review

TLS Advisors opened a new position in Hovnanian Enterprises (HOV) in Q1 2026: 3,872 shares worth $429K. The stake represents 1.02% of the portfolio and ranks #12 among its holdings. This is a return to the name: TLS Advisors previously reported a position in HOV as recently as Q3 2025.

TLS Advisors first reported a position in HOV in Q4 2022 and has held it in 13 quarters since. The position peaked at $791K in Q3 2024. 156 funds tracked by Wall St. Rank hold HOV as of Q1 2026.

TLS Advisors held 3,872 shares of Hovnanian Enterprises worth $429K as of Q1 2026.
Hovnanian Enterprises was a new TLS Advisors position in Q1 2026.
Hovnanian Enterprises made up 1.02% of TLS Advisors's portfolio in Q1 2026, its #12 holding.
TLS Advisors first reported a position in Hovnanian Enterprises in Q4 2022 and has held it in 13 quarters since.
TLS Advisors's Hovnanian Enterprises position peaked at $791K in Q3 2024.
156 funds tracked by Wall St. Rank held Hovnanian Enterprises as of Q1 2026.

Based on TLS Advisors's 13F filing for Q1 2026, filed 13 May 2026.