EMG HOLDINGS, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MFA | 1.06M | $9.76M |
 | EFC | 961K | $12.47M |
 | ARR | 714K | $10.67M |
 | DX | 696K | $8.55M |
 | UWMC | 566K | $3.44M |
 | COMP | 461K | $3.70M |
 | SKY | 170K | $12.97M |
 | MBC | 165K | $2.17M |
 | EARN | 149K | $812.52K |
 | OPRT | 139K | $858.69K |
 | TMHC | 80K | $5.28M |
 | PFSI | 52K | $6.46M |
 | MHO | 18K | $2.57M |
 | LOW | 10K | $2.51M |
MFA Financial, Inc.
MFA
Shares Held
1.06M
Value
$9.76M
Ellington Financial Inc.
EFC
Shares Held
961K
Value
$12.47M
ARMOUR Residential REIT, Inc.
ARR
Shares Held
714K
Value
$10.67M
Dynex Capital, Inc.
DX
Shares Held
696K
Value
$8.55M
UWM Holdings Corporation
UWMC
Shares Held
566K
Value
$3.44M
Compass, Inc.
COMP
Shares Held
461K
Value
$3.70M
Champion Homes, Inc.
SKY
Shares Held
170K
Value
$12.97M
MasterBrand, Inc.
MBC
Shares Held
165K
Value
$2.17M
Ellington Credit Company
EARN
Shares Held
149K
Value
$812.52K
Oportun Financial Corporation
OPRT
Shares Held
139K
Value
$858.69K
Taylor Morrison Home Corporation
TMHC
Shares Held
80K
Value
$5.28M
PennyMac Financial Services, Inc.
PFSI
Shares Held
52K
Value
$6.46M
M/I Homes, Inc.
MHO
Shares Held
18K
Value
$2.57M
Lowe's Companies, Inc.
LOW
Shares Held
10K
Value
$2.51M