Position in CVCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$324,509,372
+$25,906,329 QoQ
Shares Held
528,190
-14.3% QoQ
Ownership
6.87%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
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, 2026Capital World Investors holds $8,352,351,907 across 10 Residential Construction names. CVCO ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
37,280,759 | $6,072,290,025 | |
| 2 | TOL |
Toll Brothers, Inc.
|
5,252,278 | $865,312,800 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
528,190 | $324,509,372 | |
| 4 | LEN |
Lennar Corp /New/
|
3,324,930 | $300,835,233 | |
| 5 | NVR |
Nvr Inc
|
40,876 | $278,504,534 | |
| 6 | KBH |
Kb Home
|
3,025,583 | $189,371,239 | |
| 7 | MTH |
Meritage Homes CORP
|
2,042,101 | $171,230,168 | |
| 8 | SKY |
Champion Homes, Inc.
|
821,719 | $72,409,878 |
All Filings in CVCO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,509,372 | 528,190 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $324,509,372 | 528,190 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $298,603,043 | 616,579 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $378,112,588 | 640,066 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $371,735,145 | 640,117 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $277,820,157 | 639,505 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $332,051,884 | 639,016 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $285,121,782 | 638,957 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $273,630,799 | 638,966 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $209,753,057 | 605,925 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $241,800,430 | 605,925 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $204,089,856 | 588,800 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $156,420,608 | 588,800 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $173,696,000 | 588,800 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $181,302,444 | 570,600 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $94,866,625 | 419,300 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,158,211 | 170,870 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $33,488,811 | 170,870 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $41,154,039 | 170,870 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $54,276,855 | 170,870 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,451,763 | 170,870 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,965,605 | 170,870 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $38,549,980 | 170,870 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,979,141 | 170,870 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,809,569 | 170,870 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $32,952,279 | 170,870 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $24,765,897 | 170,870 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||