Position in CVCO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$24,913,723
+$2,352,590 QoQ
Shares Held
40,551
-13.0% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 359 holders
Holding Since
Mar 2020
26 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, 2026Handelsbanken Fonder AB holds $88,925,468 across 14 Residential Construction names. CVCO ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVCO |
Cavco Industries, Inc.
This page
|
40,551 | $24,913,723 | |
| 2 | DHI |
Horton D R Inc /De/
|
97,777 | $15,925,917 | |
| 3 | NVR |
Nvr Inc
|
1,921 | $13,088,541 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
88,145 | $12,094,375 | |
| 5 | LEN |
Lennar Corp /New/
|
68,302 | $6,180,647 | |
| 6 | TOL |
Toll Brothers, Inc.
|
29,200 | $4,810,700 | |
| 7 | 34,160 | $2,450,638 | |||
| 8 | MTH |
Meritage Homes CORP
|
23,246 | $1,949,177 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,913,723 | 40,551 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $22,561,133 | 46,586 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $34,018,353 | 57,586 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,495,583 | 81,786 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,271,255 | 76,586 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,208,634 | 54,286 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $25,562,731 | 57,286 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $24,831,924 | 57,986 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $19,796,077 | 57,186 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $36,947,369 | 92,586 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $32,092,159 | 92,586 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $27,093,600 | 101,986 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $30,085,870 | 101,986 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $35,582,431 | 111,986 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $22,915,957 | 101,286 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,470,207 | 123,786 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $29,513,350 | 150,586 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $43,879,498 | 182,186 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $53,900,757 | 169,686 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $38,395,913 | 162,186 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,412,256 | 136,875 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $32,033,461 | 141,986 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $23,156,943 | 131,986 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,995,295 | 121,986 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $20,053,700 | 103,986 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,875,418 | 144,028 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||