INTECH INVESTMENT MANAGEMENT LLC

Position in CVCO — Cavco Industries, Inc.

CIK 1086318 WEST PALM BEACH, FL

Position in CVCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,795,218

+$27,560 QoQ

Shares Held

2,922

-19.9% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#133

of 357 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $20,040,225 across 14 Residential Construction names. CVCO ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	27,372	$4,509,537
2	DHI	Horton D R Inc /De/	15,909	$2,591,257
3	NVR	Nvr Inc	276	$1,880,498
4	CVCO	Cavco Industries, Inc. This page	2,922	$1,795,218
5	SKY	Champion Homes, Inc.	18,930	$1,668,111
6	PHM	Pultegroup Inc/Mi/	11,391	$1,562,958
7	LEN	Lennar Corp /New/	15,675	$1,418,430
8	IBP	Installed Building Products, Inc.	4,890	$1,123,917

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,795,218	2,922	-19.9%	Shares	Sole	2026-08-10
2026-03-31	$1,767,658	3,650	-36.7%	Shares	Sole	2026-05-08
2025-12-31	$3,406,206	5,766	+58.0%	Shares	Sole	2026-02-10
2025-09-30	$2,119,664	3,650	-31.3%	Shares	Sole	2025-11-12
2025-06-30	$2,308,561	5,314	+7.3%	Shares	Sole	2025-08-08
2025-03-31	$2,572,688	4,951	+19.0%	Shares	Sole	2025-05-20
2024-12-31	$1,856,316	4,160	+91.4%	Shares	Sole	2025-02-11
2024-09-30	$930,993	2,174	+182.3%	Shares	Sole	2024-11-08
2024-06-30	$266,550	770	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.