Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,694,421
+$1,698,528 QoQ
Shares Held
49,960
-16.6% QoQ
Ownership
0.650%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#32
of 357 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026BESSEMER GROUP INC holds $81,837,525 across 17 Residential Construction names. CVCO ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
49,960 | $30,694,421 | |
| 2 | IBP |
Installed Building Products, Inc.
|
127,235 | $29,242,082 | |
| 3 | MTH |
Meritage Homes CORP
|
55,672 | $4,664,579 | |
| 4 | SKY |
Champion Homes, Inc.
|
47,597 | $4,194,247 | |
| 5 | MHO |
M/I Homes, Inc.
|
24,190 | $3,889,508 | |
| 6 | GRBK |
Green Brick Partners, Inc.
|
48,421 | $3,875,616 | |
| 7 | DHI |
Horton D R Inc /De/
|
9,739 | $1,586,286 | |
| 8 | PHM |
Pultegroup Inc/Mi/
|
8,836 | $1,212,385 |
All Filings in CVCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,694,421 | 49,960 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $28,995,893 | 59,878 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $34,186,119 | 57,870 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $38,684,743 | 66,614 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $23,727,693 | 54,618 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $27,121,042 | 52,193 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $22,316,408 | 50,017 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,545,667 | 47,977 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,282,794 | 47,037 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,668,598 | 34,252 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $11,088,025 | 31,989 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2 | 9 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,065 | 7 | Shares | Defined | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||