Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,821,443
+$1,642,138 QoQ
Shares Held
6,220
+38.2% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 357 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $930,792,699 across 17 Residential Construction names. CVCO ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,455,418 | $237,058,483 | |
| 2 | LEN |
Lennar Corp /New/
|
2,571,015 | $232,651,147 | |
| 3 | MTH |
Meritage Homes CORP
|
1,839,080 | $154,206,858 | |
| 4 | KBH |
Kb Home
|
1,876,888 | $117,474,419 | |
| 5 | TOL |
Toll Brothers, Inc.
|
486,199 | $80,101,285 | |
| 6 | PHM |
Pultegroup Inc/Mi/
|
289,291 | $39,693,618 | |
| 7 | MHO |
M/I Homes, Inc.
|
141,141 | $22,694,061 | |
| 8 | LGIH |
LGI Homes, Inc.
|
304,216 | $19,372,474 |
All Filings in CVCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,821,443 | 6,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,179,305 | 4,500 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $4,418,153 | 10,170 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $598,590 | 1,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $693,240 | 2,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $956,376 | 3,600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $590,000 | 2,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $635,480 | 2,000 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $284,684 | 1,182 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $491,260 | 2,800 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||