Position in CVCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$19,324,708
+$6,305,540 QoQ
Shares Held
31,454
+17.0% QoQ
Ownership
0.409%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 357 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $452,147,766 across 14 Residential Construction names. CVCO ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
1,365,796 | $123,578,377 | |
| 2 | DHI |
Horton D R Inc /De/
|
672,964 | $109,612,376 | |
| 3 | NVR |
Nvr Inc
|
10,474 | $71,363,550 | |
| 4 | PHM |
Pultegroup Inc/Mi/
|
359,552 | $49,334,129 | |
| 5 | IBP |
Installed Building Products, Inc.
|
122,104 | $28,064,383 | |
| 6 | MTH |
Meritage Homes CORP
|
267,223 | $22,406,648 | |
| 7 | TOL |
Toll Brothers, Inc.
|
118,527 | $19,527,323 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
31,454 | $19,324,708 |
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,324,708 | 31,454 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,019,168 | 26,883 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,860,064 | 25,155 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,301,671 | 28,071 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,147,966 | 27,963 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $16,795,480 | 32,322 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,438,664 | 32,357 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,894,246 | 32,445 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,924,864 | 34,448 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,614,730 | 34,117 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,842,618 | 34,166 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,040,409 | 34,030 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,561,095 | 22,241 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,902,598 | 62,638 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,339,952 | 23,602 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,784,743 | 23,254 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,361,561 | 22,254 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,391,908 | 22,387 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,134,736 | 22,461 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,099,616 | 21,541 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,624,218 | 20,812 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,229,285 | 18,746 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,893,521 | 16,492 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,052,467 | 16,929 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $3,301,013 | 17,117 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,591,817 | 17,882 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||