Position in CVCO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$33,290,578
-$7,367,692 QoQ
Shares Held
68,741
-0.1% QoQ
Ownership
0.894%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 91%
None 9%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $426,705,669 across 18 Residential Construction names. CVCO ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
2,546,970 | $221,178,873 | |
| 2 | TOL |
Toll Brothers, Inc.
|
528,903 | $72,179,390 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
68,741 | $33,290,578 | |
| 4 | DFH |
Dream Finders Homes, Inc.
|
1,876,795 | $26,124,985 | |
| 5 | DHI |
Horton D R Inc /De/
|
170,508 | $23,397,106 | |
| 6 | IBP |
Installed Building Products, Inc.
|
48,174 | $12,773,335 | |
| 7 | MHO |
M/I Homes, Inc.
|
93,388 | $11,435,359 | |
| 8 | SKY |
Champion Homes, Inc.
|
146,528 | $10,897,287 |
All Filings in CVCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,290,578 | 68,741 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $40,658,270 | 68,826 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $41,600,011 | 71,634 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $31,543,527 | 72,609 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,620,395 | 87,794 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $32,366,845 | 72,534 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,746,730 | 6,414 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,445,690 | 7,065 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,514,875 | 6,302 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,118,540 | 6,112 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,561,282 | 5,877 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,636,365 | 5,547 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,558,195 | 4,904 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $800,245 | 3,537 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $740,118 | 3,597 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $732,413 | 3,737 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $928,716 | 3,856 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,383,683 | 4,356 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $786,687 | 3,323 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $564,362 | 2,540 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $804,299 | 3,565 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $396,692 | 2,261 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $287,594 | 1,595 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $288,117 | 1,494 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $229,150 | 1,581 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||