VICTORY CAPITAL MANAGEMENT INC
Position in CVCO — Cavco Industries, Inc.
CIK 1040188
San Antonio, TX
Position in CVCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,045,639
+$26,669,047 QoQ
Shares Held
105,872
+33.6% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#18
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026VICTORY CAPITAL MANAGEMENT INC holds $588,143,049 across 13 Residential Construction names. CVCO ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TOL |
Toll Brothers, Inc.
|
1,119,309 | $184,406,157 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
911,227 | $125,029,456 | |
| 3 | DHI |
Horton D R Inc /De/
|
457,838 | $74,572,653 | |
| 4 | CVCO |
Cavco Industries, Inc.
This page
|
105,872 | $65,045,639 | |
| 5 | MHO |
M/I Homes, Inc.
|
231,676 | $37,251,184 | |
| 6 | SKY |
Champion Homes, Inc.
|
352,639 | $31,074,548 | |
| 7 | LEN |
Lennar Corp /New/
|
269,288 | $24,367,871 | |
| 8 | MTH |
Meritage Homes CORP
|
249,123 | $20,888,963 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,045,639 | 105,872 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,376,592 | 79,243 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,424,274 | 2,411 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,256,699 | 2,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,557,431 | 3,585 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,770,027 | 14,953 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,282,021 | 7,355 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,545,946 | 3,610 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,881,172 | 8,323 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,069,968 | 7,693 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,806,235 | 8,096 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $979,754 | 3,688 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $947,245 | 3,211 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,195,337 | 3,762 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $974,685 | 4,308 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $2,152,455 | 10,461 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,947,356 | 9,936 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,469,194 | 10,252 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,382,072 | 32,684 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $7,574,733 | 31,996 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,103,414 | 31,970 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $5,458,408 | 24,194 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,793,625 | 10,223 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,936,168 | 10,738 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,792,347 | 9,294 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,308,808 | 9,030 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||