Position in CVCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$822,040
+$384,242 QoQ
Shares Held
1,338
+48.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 357 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026KBC Group NV holds $22,519,870 across 14 Residential Construction names. CVCO ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
43,682 | $7,114,923 | |
| 2 | LEN |
Lennar Corp /New/
|
49,663 | $4,494,003 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
30,082 | $4,127,549 | |
| 4 | NVR |
Nvr Inc
|
544 | $3,706,488 | |
| 5 | SKY |
Champion Homes, Inc.
|
10,464 | $922,087 | |
| 6 | CVCO |
Cavco Industries, Inc.
This page
|
1,338 | $822,040 | |
| 7 | TOL |
Toll Brothers, Inc.
|
3,002 | $494,579 | |
| 8 | MTH |
Meritage Homes CORP
|
2,289 | $191,932 |
All Filings in CVCO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,040 | 1,338 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $437,798 | 904 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $149,457 | 253 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $146,924 | 253 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $109,910 | 253 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $171,477 | 330 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $147,255 | 330 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $104,490 | 244 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $84,465 | 244 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $69,835 | 175 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $77,296 | 223 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $59,242 | 223 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $169,035 | 573 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $212,885 | 670 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $166,972 | 738 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $151,850 | 738 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $144,640 | 738 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||