EMG HOLDINGS, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EFC | 961K | $11.39M |
 | MFA | 638K | $6.12M |
 | DX | 345K | $4.40M |
 | RITM | 300K | $2.84M |
 | COMP | 257K | $1.88M |
 | BLNE | 196K | $460.08K |
 | EARN | 149K | $660.45K |
 | OPRT | 139K | $641.58K |
 | KBH | 78K | $4.02M |
 | PFSI | 66K | $5.74M |
 | ESNT | 60K | $3.51M |
 | CCS | 56K | $3.23M |
 | CPT | 55K | $5.39M |
 | MHO | 48K | $5.84M |
 | FND | 40K | $2.03M |
 | MAA | 35K | $4.25M |
 | NVR | 273 | $1.80M |
Ellington Financial Inc.
EFC
Shares Held
961K
Value
$11.39M
MFA Financial, Inc.
MFA
Shares Held
638K
Value
$6.12M
Dynex Capital, Inc.
DX
Shares Held
345K
Value
$4.40M
Rithm Capital Corp.
RITM
Shares Held
300K
Value
$2.84M
Compass, Inc.
COMP
Shares Held
257K
Value
$1.88M
Beeline Holdings Inc.
BLNE
Shares Held
196K
Value
$460.08K
Ellington Credit Company
EARN
Shares Held
149K
Value
$660.45K
Oportun Financial Corporation
OPRT
Shares Held
139K
Value
$641.58K
KB Home
KBH
Shares Held
78K
Value
$4.02M
PennyMac Financial Services, Inc.
PFSI
Shares Held
66K
Value
$5.74M
Essent Group Ltd.
ESNT
Shares Held
60K
Value
$3.51M
Century Communities, Inc.
CCS
Shares Held
56K
Value
$3.23M
Camden Property Trust
CPT
Shares Held
55K
Value
$5.39M
M/I Homes, Inc.
MHO
Shares Held
48K
Value
$5.84M
Floor & Decor Holdings, Inc.
FND
Shares Held
40K
Value
$2.03M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
35K
Value
$4.25M
NVR, Inc.
NVR
Shares Held
273
Value
$1.80M