Position in CVCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$33,813,017
+$7,997,455 QoQ
Shares Held
55,036
+3.2% QoQ
Ownership
0.716%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,296,707,559 across 15 Residential Construction names. CVCO ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
58,535 | $398,822,362 | |
| 2 | DHI |
Horton D R Inc /De/
|
2,020,121 | $329,037,306 | |
| 3 | LEN |
Lennar Corp /New/
|
3,538,393 | $319,978,061 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
336,993 | $46,238,807 | |
| 5 | TOL |
Toll Brothers, Inc.
|
215,018 | $35,424,214 | |
| 6 | CVCO |
Cavco Industries, Inc.
This page
|
55,036 | $33,813,017 | |
| 7 | IBP |
Installed Building Products, Inc.
|
129,558 | $29,777,609 | |
| 8 | MTH |
Meritage Homes CORP
|
322,372 | $27,030,891 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,813,017 | 55,036 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $25,815,562 | 53,306 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $30,460,325 | 51,563 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $27,624,744 | 47,569 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $18,266,912 | 42,048 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,219,897 | 42,761 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $18,796,545 | 42,123 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $17,700,443 | 41,333 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,448,443 | 41,738 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $17,195,494 | 43,090 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,550,760 | 41,979 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $11,806,992 | 44,444 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $13,830,485 | 46,883 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $15,834,254 | 49,834 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $11,824,956 | 52,265 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $10,813,510 | 52,554 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $11,111,848 | 56,696 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $13,889,096 | 57,667 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $18,488,182 | 58,203 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,175,754 | 59,879 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $13,426,941 | 60,430 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $13,697,910 | 60,715 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $10,721,924 | 61,111 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $11,312,287 | 62,738 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $12,749,892 | 66,113 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $9,482,409 | 65,423 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||