Y-Intercept (HK)’s Haverty Furniture Companies HVT Stock Holding History

Y-Intercept (HK)’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
2026 Q3	$1.01M	Buy	+36,377	New	+$980K	0.02%	1017
2025 Q3	–	Sell	-63,308	Closed	-$1.29M	–	1773
2025 Q2	$1.29M	Buy	+63,308	New	+$1.24M	0.03%	818
2025 Q1	–	Sell	-16,916	Closed	-$377K	–	1380
2024 Q4	$377K	Buy	+16,916	New	+$401K	0.03%	851
2024 Q1	–	Sell	-6,671	Closed	-$237K	–	1543
2023 Q4	$237K	Buy	+6,671	New	+$204K	0.02%	919

Other funds holding HVT

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Y-Intercept (HK)'s HVT Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Haverty Furniture Companies (HVT) in Q3 2026: 36,377 shares worth $1.01M. The stake represents 0.02% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in HVT as recently as Q2 2025.

Y-Intercept (HK) first reported a position in HVT in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2025. 16 funds tracked by Wall St. Rank hold HVT as of Q3 2026.

Y-Intercept (HK) held 36,377 shares of Haverty Furniture Companies worth $1.01M as of Q3 2026.
Haverty Furniture Companies was a new Y-Intercept (HK) position in Q3 2026.
Haverty Furniture Companies made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1017 holding.
Y-Intercept (HK) first reported a position in Haverty Furniture Companies in Q4 2023 and has held it in 4 quarters since.
Y-Intercept (HK)'s Haverty Furniture Companies position peaked at $1.29M in Q2 2025.
16 funds tracked by Wall St. Rank held Haverty Furniture Companies as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.