Position in CVCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,457
+$1,489 QoQ
Shares Held
4
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#338
of 357 holders
Holding Since
Jun 2025
4 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, 2026ASSETMARK, INC holds $208,538,181 across 15 Residential Construction names. CVCO ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
392,029 | $63,853,683 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
455,101 | $62,444,408 | |
| 3 | TOL |
Toll Brothers, Inc.
|
179,605 | $29,589,923 | |
| 4 | LEN |
Lennar Corp /New/
|
315,728 | $28,570,226 | |
| 5 | 165,254 | $11,855,321 | |||
| 6 | MHO |
M/I Homes, Inc.
|
55,296 | $8,891,043 | |
| 7 | KBH |
Kb Home
|
49,456 | $3,095,451 | |
| 8 | SKY |
Champion Homes, Inc.
|
1,001 | $88,208 |
All Filings in CVCO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457 | 4 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $968 | 2 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,772 | 3 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $868 | 2 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||