EMG HOLDINGS, L.P.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EFC | 961K | $13.05M |
 | MFA | 719K | $6.70M |
 | BLNE | 196K | $336.74K |
 | EARN | 149K | $785.68K |
 | OPRT | 139K | $736.22K |
 | RDN | 120K | $4.32M |
 | TREX | 60K | $2.10M |
 | FND | 58K | $3.54M |
 | MAS | 45K | $2.86M |
 | CPT | 39K | $4.26M |
 | SKY | 32K | $2.69M |
 | TMHC | 30K | $1.77M |
 | MHO | 28K | $3.52M |
 | OC | 25K | $2.79M |
 | MAA | 25K | $3.44M |
 | PFSI | 20K | $2.64M |
 | LEGH | 18K | $342.07K |
 | CCS | 14K | $820.28K |
 | MBC | 11K | $116.65K |
 | CVCO | 5K | $2.98M |
Ellington Financial Inc.
EFC
Shares Held
961K
Value
$13.05M
MFA Financial, Inc.
MFA
Shares Held
719K
Value
$6.70M
Beeline Holdings, Inc.
BLNE
Shares Held
196K
Value
$336.74K
Ellington Credit Company
EARN
Shares Held
149K
Value
$785.68K
Oportun Financial Corporation
OPRT
Shares Held
139K
Value
$736.22K
Radian Group Inc.
RDN
Shares Held
120K
Value
$4.32M
Trex Company, Inc.
TREX
Shares Held
60K
Value
$2.10M
Floor & Decor Holdings, Inc.
FND
Shares Held
58K
Value
$3.54M
Masco Corporation
MAS
Shares Held
45K
Value
$2.86M
Camden Property Trust
CPT
Shares Held
39K
Value
$4.26M
Champion Homes, Inc.
SKY
Shares Held
32K
Value
$2.69M
Taylor Morrison Home Corporation
TMHC
Shares Held
30K
Value
$1.77M
M/I Homes, Inc.
MHO
Shares Held
28K
Value
$3.52M
Owens Corning
OC
Shares Held
25K
Value
$2.79M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
25K
Value
$3.44M
PennyMac Financial Services, Inc.
PFSI
Shares Held
20K
Value
$2.64M
Legacy Housing Corporation
LEGH
Shares Held
18K
Value
$342.07K
Century Communities, Inc.
CCS
Shares Held
14K
Value
$820.28K
MasterBrand, Inc.
MBC
Shares Held
11K
Value
$116.65K
Cavco Industries, Inc.
CVCO
Shares Held
5K
Value
$2.98M