Position in CVCO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,017,067
-$48,750 QoQ
Shares Held
4,165
+19.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Mar 31, 2026LPL Financial LLC holds $101,319,632 across 17 Residential Construction names. CVCO ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
197,566 | $27,110,006 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
224,907 | $26,451,312 | |
| 3 | LEN |
Lennar Corp /New/
|
155,811 | $13,530,627 | |
| 4 | TOL |
Toll Brothers, Inc.
|
96,421 | $13,158,573 | |
| 5 | NVR |
Nvr Inc
|
1,150 | $7,578,304 | |
| 6 | IBP |
Installed Building Products, Inc.
|
17,801 | $4,719,935 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
4,165 | $2,017,067 | |
| 8 | MTH |
Meritage Homes CORP
|
23,230 | $1,436,543 |
All Filings in CVCO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,017,067 | 4,165 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,065,817 | 3,497 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,411,754 | 2,431 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,171,657 | 2,697 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,105,253 | 2,127 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $943,330 | 2,114 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $329,744 | 770 | Shares | Sole | 2024-11-08 | |
| 2021-06-30 | $255,740 | 1,151 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $292,164 | 1,295 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $208,434 | 1,188 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||