Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$159,235,007
+$42,679,481 QoQ
Shares Held
259,180
+7.7% QoQ
Ownership
3.37%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $4,321,906,859 across 18 Residential Construction names. CVCO ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
7,224,096 | $1,176,660,755 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
5,272,775 | $723,477,457 | |
| 3 | LEN |
Lennar Corp /New/
|
5,948,345 | $538,060,404 | |
| 4 | NVR |
Nvr Inc
|
73,735 | $502,386,040 | |
| 5 | TOL |
Toll Brothers, Inc.
|
2,490,850 | $410,367,537 | |
| 6 | IBP |
Installed Building Products, Inc.
|
747,359 | $171,772,992 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
259,180 | $159,235,007 | |
| 8 | MTH |
Meritage Homes CORP
|
1,718,277 | $144,077,526 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,235,007 | 259,180 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $116,555,526 | 240,673 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $137,552,036 | 232,847 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $134,630,054 | 231,829 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $99,018,326 | 227,927 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $119,600,118 | 230,164 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $101,304,919 | 227,024 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $96,090,204 | 224,384 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $73,236,417 | 211,562 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $79,732,188 | 199,800 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $68,060,223 | 196,354 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $50,604,776 | 190,487 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $54,217,755 | 183,789 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,421,091 | 177,570 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,281,323 | 178,039 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $36,055,736 | 175,232 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,634,372 | 176,715 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $39,391,740 | 163,553 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,316,395 | 158,402 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $37,813,059 | 159,724 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,730,451 | 165,311 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $36,312,606 | 160,953 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $25,661,667 | 146,262 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $25,676,684 | 142,403 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $27,750,342 | 143,896 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $21,449,380 | 147,988 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||