Stock Taper 
EMG HOLDINGS, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ellington Financial Inc. | EFC | 1.12M | $15.28M |
 PennyMac Mortgage Investment Trust | PMT | 572.08K | $6.45M |
 MFA Financial, Inc. | MFA | 317.13K | $3.07M |
 Invitation Homes Inc. | INVH | 280K | $8.46M |
 American Homes 4 Rent | AMH | 270K | $9.05M |
 Radian Group Inc. | RDN | 50K | $1.88M |
 Century Communities, Inc. | CCS | 44.06K | $3.16M |
 First American Financial Corporation | FAF | 30K | $2.06M |
 Camden Property Trust | CPT | 20.18K | $2.31M |
 Owens Corning | OC | 15K | $2.38M |
 Mid-America Apartment Communities, Inc. | MAA | 14.8K | $2.06M |
 M/I Homes, Inc. | MHO | 13.34K | $2.15M |