EMG Holdings, L.P.

Q4 2025 13F Holdings

  • Location
    old greenwich, CT
  • Num holdings

    27

  • Value ($000)

    $135,245

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001478394
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWM

ISHARES TR

RUSSELL 2000 ETF
$24.62M
18 %

100,000

put
SPY

SPDR S&P 500 ETF TR

TR UNIT
$20.46M
15 %

30,000

put
DHI

D R HORTON INC

COM
$14.4M
11 %

100,000

put
EFC

ELLINGTON FINANCIAL INC

COM
$13.05M
10 %

961,018

ITB

ISHARES TR

US HOME CONS ETF
$9.63M
7 %

100,000

put
MFA

MFA FINL INC

COM
$6.7M
5 %

719,478

RDN

RADIAN GROUP INC

COM
$4.32M
3 %

120,000

CPT

CAMDEN PPTY TR

SH BEN INT
$4.26M
3 %

38,700

FND

FLOOR & DECOR HLDGS INC

CL A
$3.54M
3 %

58,137

MHO

M/I HOMES INC

COM
$3.52M
3 %

27,529

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