SEC 13F Intelligence

Woodson Capital Management, LP / HOV

Woodson Capital Management, LP’s Hovnanian Enterprises Inc Position

Does Woodson Capital Management, LP own Hovnanian Enterprises Inc (HOV)? Not currently — the last reported position was 65.4K shares worth $7M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q1 2025
Shares
65.4K
% of Portfolio
+1.19%
Quarters Held
12
position exited

Position History HOV

Reported value by quarter
Q2 ’22: $7MQ2 ’22Q3 ’22: $6MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $6MQ2 ’24: $7MQ2 ’24Q3 ’24: $6MQ4 ’24: $5MQ4 ’24Q1 ’25: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202565.4K$7M+1.19%
Q4 202435.5K$5M+0.76%
Q3 202430.0K$6M+1.20%
Q2 202448.0K$7M+1.18%
Q1 202440.6K$6M+1.02%
Q4 202345.0K$7M+1.44%
Q3 202358.3K$6M+1.15%
Q2 202359.0K$6M+0.88%
Q1 202358.7K$4M+0.62%
Q4 202266.0K$3M+0.46%
Q3 2022162.8K$6M+0.93%
Q2 2022163.4K$7M+0.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of HOV.