Hooker Furnishings
HOFT on Nasdaq. Market value $139m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
3 long-term investors we follow own it, unchanged from 3 last quarter. 84 funds in all.
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Pzena Investment ManagementRichard Pzena | $28m | <0.1% | Added |
| Donald Smith & Co.Jon Hartsel | $17m | 0.3% | Cut |
| First Eagle Investment ManagementMatthew McLennan | $15m | <0.1% | Added |
Largest holders overall
- Pzena Investment Management$28mAdded
- Donald Smith & Co.$17mCut
- First Eagle Investment Management$15mAdded
- Ameriprise Financial$11mAdded
- Dimensional Fund Advisors LP$11mCut
- Vanguard Capital Management$8mCut
- Azarias Capital Management, L.P.$6mCut
- RBF Capital$5m
- BlackRock$4mCut
- Charles Schwab Investment Management$4mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%; 1 of them is pushing for change.
- Pzena Investment ManagementPassive investor14.4%+1.2 ptsSince 30 June 2026
- Donald Smith & Co.Passive investorat least 8.8%−1.1 pts(filed with 2 related holders)Since 30 June 2026
- Dimensional Fund Advisors LPPassive investor6.0%−1.2 ptsSince 31 March 2026
- Ameriprise Financial, Inc.Passive investorat least 5.9%(filed with 1 related holder)Since 30 June 2026
- Global Value Investment Corp.Activistat least 5.2%+0.1 pts(filed with 5 related holders)Since 17 February 2026
What they said
Item 4 is amended to include the following: On February 17, 2026, the Issuer entered into a First Amendment to Cooperation Agreement (the "Amendment") with the Reporting Persons, which amends that certain Cooperation Agreement, dated January 1, 2026, by and among the Issuer and…
Read the filing - Vanguard Capital ManagementPassive investorSold down below 5%Since 30 June 2026
- Azarias Capital Management, L.P.Passive investorSold down below 5%Since 31 March 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2025
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
Pzena Investment Management Passive investor | 14.4%+1.2 pts | 30 June 2026 | |
Donald Smith & Co. Passive investor | at least 8.8%−1.1 pts (filed with 2 related holders) | 30 June 2026 | |
Dimensional Fund Advisors LP Passive investor | 6.0%−1.2 pts | 31 March 2026 | |
Ameriprise Financial, Inc. Passive investor | at least 5.9% (filed with 1 related holder) | 30 June 2026 | |
Global Value Investment Corp. Activist | at least 5.2%+0.1 pts (filed with 5 related holders) | 17 February 2026 | What they saidItem 4 is amended to include the following: On February 17, 2026, the Issuer entered into a First Amendment to Cooperation Agreement (the "Amendment") with the Reporting Persons, which amends that certain Cooperation Agreement, dated January 1, 2026, by and among the Issuer and… Read the filing |
Vanguard Capital Management Passive investor | Sold down below 5% | 30 June 2026 | |
Azarias Capital Management, L.P. Passive investor | Sold down below 5% | 31 March 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2025 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 17 Apr 2026, plus the 10-Q filed 11 Sep 2026 and 6 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.