EMG Holdings, L.P.: 13F holdings
CIK 14783942026Q2
| Positions | 21 |
|---|---|
| Reported value | $125.2m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| EFC ELLINGTON FINANCIAL INC | 1,122,952 | $15.3m | 12.2% |
| AMH AMERICAN HOMES 4 RENT | 270,000 | $9.1m | 7.2% |
| INVH INVITATION HOMES INC | 280,000 | $8.5m | 6.8% |
| PMT PENNYMAC MTG INVT TR | 572,080 | $6.5m | 5.2% |
| CCS CENTURY COMMUNITIES INC | 44,061 | $3.2m | 2.5% |
| MFA MFA FINL INC | 317,127 | $3.1m | 2.5% |
| OC OWENS CORNING NEW | 15,000 | $2.4m | 1.9% |
| CPT CAMDEN PPTY TR | 20,176 | $2.3m | 1.8% |
| MHO M/I HOMES INC | 13,343 | $2.1m | 1.7% |
| FAF FIRST AMERN FINL CORP | 30,000 | $2.1m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1478394")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.