Position in CVCO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,872,015
+$547,482 QoQ
Shares Held
3,047
+11.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#130
of 359 holders
Holding Since
Dec 2020
7 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, 2026GSA CAPITAL PARTNERS LLP holds $15,796,817 across 12 Residential Construction names. CVCO ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
475 | $3,236,364 | |
| 2 | KBH |
Kb Home
|
44,123 | $2,761,658 | |
| 3 | LEN |
Lennar Corp /New/
|
25,790 | $2,333,737 | |
| 4 | TOL |
Toll Brothers, Inc.
|
13,114 | $2,160,531 | |
| 5 | CVCO |
Cavco Industries, Inc.
This page
|
3,047 | $1,872,015 | |
| 6 | MHO |
M/I Homes, Inc.
|
8,928 | $1,435,533 | |
| 7 | DHI |
Horton D R Inc /De/
|
4,774 | $777,589 | |
| 8 | IBP |
Installed Building Products, Inc.
|
1,726 | $396,703 |
All Filings in CVCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,015 | 3,047 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||