OREGON PUBLIC EMPLOYEES RETIREMENT FUND
PensionPosition in CVCO — Cavco Industries, Inc.
CIK 1107314
TIGARD, OR
Position in CVCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,091,753
+$223,422 QoQ
Shares Held
1,777
-0.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
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, 2026OREGON PUBLIC EMPLOYEES RETIREMENT FUND holds $25,125,764 across 15 Residential Construction names. CVCO ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
32,469 | $5,288,550 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
23,513 | $3,226,218 | |
| 3 | TOL |
Toll Brothers, Inc.
|
19,573 | $3,224,651 | |
| 4 | LEN |
Lennar Corp /New/
|
26,506 | $2,398,527 | |
| 5 | NVR |
Nvr Inc
|
331 | $2,255,235 | |
| 6 | 19,277 | $1,382,931 | |||
| 7 | MTH |
Meritage Homes CORP
|
15,142 | $1,269,656 | |
| 8 | IBP |
Installed Building Products, Inc.
|
5,140 | $1,181,377 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,091,753 | 1,777 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $868,331 | 1,793 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,070,420 | 1,812 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,008,728 | 1,737 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $798,047 | 1,837 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $933,775 | 1,797 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $867,471 | 1,944 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $832,498 | 1,944 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $653,568 | 1,888 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $825,256 | 2,068 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $796,532 | 2,298 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $640,506 | 2,411 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $740,745 | 2,511 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $823,582 | 2,592 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $620,151 | 2,741 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $565,016 | 2,746 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $542,892 | 2,770 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $787,579 | 3,270 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,038,715 | 3,270 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $821,487 | 3,470 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $770,999 | 3,470 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $782,866 | 3,470 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $606,881 | 3,459 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $633,429 | 3,513 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $677,482 | 3,513 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $509,174 | 3,513 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||