Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$94,269,852
+$15,193,044 QoQ
Shares Held
153,439
-6.0% QoQ
Ownership
2.00%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#12
of 359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 9%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026GW&K Investment Management, LLC holds $192,515,606 across 10 Residential Construction names. CVCO ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
153,439 | $94,269,852 | |
| 2 | SKY |
Champion Homes, Inc.
|
542,381 | $47,794,613 | |
| 3 | GRBK |
Green Brick Partners, Inc.
|
297,698 | $23,827,747 | |
| 4 | HOV |
Hovnanian Enterprises Inc
|
104,238 | $14,844,533 | |
| 5 | LEGH |
Legacy Housing Corp
|
443,546 | $11,651,953 | |
| 6 | LEN |
Lennar Corp /New/
|
421 | $38,096 | |
| 7 | DHI |
Horton D R Inc /De/
|
209 | $34,041 | |
| 8 | TOL |
Toll Brothers, Inc.
|
182 | $29,984 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,269,852 | 153,439 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $79,076,808 | 163,284 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $89,289,759 | 151,149 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $92,138,621 | 158,660 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $71,909,460 | 165,526 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $98,847,655 | 190,227 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $84,210,294 | 188,715 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $79,988,379 | 186,784 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $72,689,121 | 209,981 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $82,441,006 | 206,588 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $72,839,766 | 210,143 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $58,013,236 | 218,374 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $66,903,640 | 226,792 | Shares | Other | 2023-08-09 | |
| 2023-03-31 | $73,087,507 | 230,023 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $51,453,095 | 227,417 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $47,941,874 | 232,999 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $41,407,983 | 211,276 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $56,904,184 | 236,264 | Shares | Other | 2022-05-09 | |
| 2021-12-31 | $72,765,991 | 229,076 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $51,425,609 | 217,224 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $48,750,485 | 219,409 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $48,667,685 | 215,716 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $33,682,012 | 191,975 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $29,796,046 | 165,249 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $30,963,995 | 160,560 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,171,991 | 159,873 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||