Position in CVCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$200,039,669
+$54,917,329 QoQ
Shares Held
325,596
+8.7% QoQ
Ownership
4.23%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#6
of 359 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Boston Partners holds $832,123,486 across 7 Residential Construction names. CVCO ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
60,776 | $414,091,190 | |
| 2 | CVCO |
Cavco Industries, Inc.
This page
|
325,596 | $200,039,669 | |
| 3 | DHI |
Horton D R Inc /De/
|
1,083,958 | $176,555,077 | |
| 4 | GRBK |
Green Brick Partners, Inc.
|
407,890 | $32,647,515 | |
| 5 | LEN |
Lennar Corp /New/
|
91,627 | $8,291,326 | |
| 6 | LEGH |
Legacy Housing Corp
|
18,984 | $498,709 | |
| 7 | 535,801 | $0 |
All Filings in CVCO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,039,669 | 325,596 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $145,122,340 | 299,660 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $217,297,209 | 367,839 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $214,392,157 | 369,177 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $87,731,834 | 201,947 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,917,954 | 3,691 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,612,228 | 3,613 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,642,300 | 3,835 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,351,101 | 3,903 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,685,629 | 4,224 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $1,736,912 | 5,011 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,330,690 | 5,009 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $1,385,910 | 4,698 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,391,701 | 4,380 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $913,823 | 4,039 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $575,510 | 2,797 | Shares | Defined | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||