Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,305,557
+$763,637 QoQ
Shares Held
2,125
+89.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#153
of 357 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Mariner, LLC holds $85,767,234 across 11 Residential Construction names. CVCO ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
331,734 | $30,007,800 | |
| 2 | DHI |
Horton D R Inc /De/
|
166,917 | $27,187,440 | |
| 3 | NVR |
Nvr Inc
|
2,349 | $16,004,675 | |
| 4 | TOL |
Toll Brothers, Inc.
|
26,590 | $4,380,702 | |
| 5 | MTH |
Meritage Homes CORP
|
34,229 | $2,870,100 | |
| 6 | MHO |
M/I Homes, Inc.
|
13,915 | $2,237,392 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
2,125 | $1,305,557 | |
| 8 | LGIH |
LGI Homes, Inc.
|
17,131 | $1,090,902 |
All Filings in CVCO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,305,557 | 2,125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $541,920 | 1,119 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $502,129 | 850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $811,279 | 1,397 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $753,736 | 1,735 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,054,848 | 2,030 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $859,438 | 1,926 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $822,649 | 1,921 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $708,956 | 2,048 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $834,833 | 2,092 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $774,349 | 2,234 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $564,261 | 2,124 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $570,530 | 1,934 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $606,565 | 1,909 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $439,377 | 1,942 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $394,030 | 1,915 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||