Hovnanian Enterprises, Inc.
US ˙ NYSE ˙ US4424874018

SecurityHOV / Hovnanian Enterprises, Inc.
InstitutionD. E. Shaw & Co., Inc.
ManagerDE Shaw
Latest Disclosed Ownership110,305 shares
Latest Disclosed Value $ 12,233,928
D. E. Shaw & Co., Inc. reports 16.80% increase in ownership of HOV / Hovnanian Enterprises, Inc.

On May 15, 2026 - D. E. Shaw & Co., Inc. filed a 13F-HR form disclosing ownership of 110,305 shares of Hovnanian Enterprises, Inc. (US:HOV) valued at $12,233,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 94,443 shares of Hovnanian Enterprises, Inc.. This represents a change in shares of 16.80% during the quarter. The current value of the position is $12,166,642 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 110,305 15,862 16.80 12,234 32.81 0.0074
2026-02-17 2025-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 94,443 -2,164 -2.24 9,212 -25.80 0.0050
2025-11-14 2025-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 96,607 -29,384 -23.32 12,413 -5.76 0.0070
2025-08-14 2025-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 125,991 -6,483 -4.89 13,172 -5.04 0.0093
2025-05-15 2025-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 132,474 11,235 9.27 13,871 -14.50 0.0123
2025-02-14 2024-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 121,239 9,407 8.41 16,224 -29.01 0.0119
2024-11-14 2024-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 111,832 -11,319 -9.19 22,855 30.77 0.0196
2024-08-14 2024-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 123,151 -20,494 -14.27 17,478 -22.47 0.0163
2024-05-15 2024-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 143,645 -23,905 -14.27 22,544 -13.54 0.0193
2024-02-14 2023-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 167,550 8,089 5.07 26,074 60.85 0.0228
2023-11-14 2023-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 159,461 7,346 4.83 16,211 7.42 0.0169
2023-08-14 2023-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 152,115 8,141 5.65 15,091 54.51 0.0154
2023-05-15 2023-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 143,974 23,840 19.84 9,767 93.21 0.0105
2023-02-14 2022-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 120,134 22,997 23.67 5,055 45.76 0.0056
2022-11-14 2022-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 97,137 -5,004 -4.90 3,468 -20.66 0.0041
2022-08-15 2022-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 102,141 -25,261 -19.83 4,371 -41.94 0.0051
2022-05-16 2022-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 127,402 -38,762 -23.33 7,529 -64.40 0.0070
2022-02-14 2021-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 166,164 -13,544 -7.54 21,151 22.10 0.0175
2021-11-15 2021-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 179,708 -52,311 -22.55 17,322 -29.76 0.0156
2021-08-16 2021-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 232,019 -16,525 -6.65 24,661 -6.16 0.0213
2021-05-17 2021-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 248,544 45,868 22.63 26,281 294.61 0.0254
2021-02-16 2020-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 202,676 -30,209 -12.97 6,660 -12.06 0.0060
2020-11-16 2020-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 232,885 45,573 24.33 7,573 72.86 0.0078
2020-08-14 2020-06-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 187,312 139,043 288.06 4,381 1,000.75 0.0052
2020-05-15 2020-03-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 48,269 -50,172 -50.97 398 -80.62 0.0006
2020-02-14 2019-12-31 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 98,441 37,437 61.37 2,054 74.96 0.0023
2019-11-14 2019-09-30 13F HOVNANIAN ENTERPRISES CL A NEW 442487401 61,004 61,004 1,174 0.0014
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.