Position in CVCO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,324,533
+$442,559 QoQ
Shares Held
2,735
+83.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
6 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 Mar 31, 2026GSA CAPITAL PARTNERS LLP holds $18,354,196 across 14 Residential Construction names. CVCO ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTH |
Meritage Homes CORP
|
55,381 | $3,424,761 | |
| 2 | NVR |
Nvr Inc
|
458 | $3,018,142 | |
| 3 | MHO |
M/I Homes, Inc.
|
16,268 | $1,992,016 | |
| 4 | TOL |
Toll Brothers, Inc.
|
12,752 | $1,740,265 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
2,735 | $1,324,533 | |
| 6 | LEN |
Lennar Corp /New/
|
14,013 | $1,216,888 | |
| 7 | TMHC |
Taylor Morrison Home Corp
|
20,726 | $1,207,082 | |
| 8 | HOV |
Hovnanian Enterprises Inc
|
9,156 | $1,015,491 |
All Filings in CVCO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,324,533 | 2,735 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $881,974 | 1,493 | Shares | Sole | 2026-02-06 | |
| 2024-09-30 | $1,457,728 | 3,404 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $618,951 | 1,788 | Shares | Sole | 2024-08-15 | |
| 2022-12-31 | $355,665 | 1,572 | Shares | Sole | 2023-02-13 | |
| 2020-12-31 | $539,157 | 3,073 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||