SCHRODER INVESTMENT MANAGEMENT GROUP
Position in CVCO — Cavco Industries, Inc.
CIK 1086619
London, X0
Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$80,084,432
+$17,087,505 QoQ
Shares Held
130,350
+0.2% QoQ
Ownership
1.70%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#14
of 357 holders
Holding Since
Mar 2020
26 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $237,369,289 across 17 Residential Construction names. CVCO ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
130,350 | $80,084,432 | |
| 2 | NVR |
Nvr Inc
|
8,376 | $57,069,033 | |
| 3 | DHI |
Horton D R Inc /De/
|
174,095 | $28,356,593 | |
| 4 | SKY |
Champion Homes, Inc.
|
295,340 | $26,025,360 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
172,498 | $23,668,450 | |
| 6 | TOL |
Toll Brothers, Inc.
|
54,318 | $8,948,889 | |
| 7 | LEN |
Lennar Corp /New/
|
36,709 | $3,321,796 | |
| 8 | KBH |
Kb Home
|
33,586 | $2,102,147 |
All Filings in CVCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,084,432 | 130,350 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,996,927 | 130,081 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $68,874,375 | 116,590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $64,825,727 | 111,628 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,521,949 | 130,106 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,207,354 | 73,528 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,956,316 | 73,855 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $48,489,615 | 113,230 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,248,323 | 110,490 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $44,197,890 | 110,755 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $45,239,802 | 130,517 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $36,360,352 | 136,868 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,027,170 | 122,126 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $42,670,575 | 134,294 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,135,368 | 133,195 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $29,922,030 | 145,422 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,021,533 | 137,872 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $31,260,644 | 129,793 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $55,156,428 | 173,639 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,650,574 | 192,830 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,434,309 | 217,986 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $42,469,954 | 188,245 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $25,386,386 | 144,693 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,096,088 | 128,091 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $24,961,154 | 129,433 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $19,236,581 | 132,721 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||