Universe · entity
EMG Holdings, L.P.
Institutional manager (13F) · CIK 1478394
13F holdings · as of 2026-03-31 · top 18 · reported portfolio $68M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ELLINGTON FINANCIAL INC | $11M | 961,018 |
| 2 | MFA FINL INC | $6M | 638,478 |
| 3 | M/I HOMES INC | $6M | 47,700 |
| 4 | PENNYMAC FINL SVCS INC NEW | $6M | 65,727 |
| 5 | CAMDEN PPTY TR | $5M | 55,176 |
| 6 | DYNEX CAP INC | $4M | 345,000 |
| 7 | MID-AMER APT CMNTYS INC | $4M | 34,800 |
| 8 | KB HOME | $4M | 77,657 |
| 9 | FORTUNE BRANDS INNOVATIONS I | $4M | 100,000 |
| 10 | ESSENT GROUP LTD | $4M | 60,000 |
| 11 | CENTURY COMMUNITIES INC | $3M | 56,285 |
| 12 | RITHM CAPITAL CORP | $3M | 300,000 |
| 13 | FLOOR & DECOR HLDGS INC | $2M | 40,000 |
| 14 | COMPASS INC | $2M | 256,987 |
| 15 | NVR INC | $2M | 273 |
| 16 | ELLINGTON CREDIT COMPANY | $660k | 149,086 |
| 17 | OPORTUN FINL CORP | $642k | 139,172 |
| 18 | BEELINE HOLDINGS INC | $460k | 195,781 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.