SUSQUEHANNA INTERNATIONAL GROUP, LLP
Position in CVCO — Cavco Industries, Inc.
CIK 1446194
BALA CYNWYD, PA
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,963,768
-$121,159 QoQ
Shares Held
4,824
-24.3% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
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)
Derivatives in CVCO
reported options exposure · as of Jun 30, 2026CallValue
$10,874,526
CallShares
17,700
PutValue
$1,658,826
PutShares
2,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026SUSQUEHANNA INTERNATIONAL GROUP, LLP holds $176,980,604 across 17 Residential Construction names. CVCO ranks #9 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LEN |
Lennar Corp /New/
|
605,804 | $54,811,263 | |
| 2 | DHI |
Horton D R Inc /De/
|
267,707 | $43,604,116 | |
| 3 | PHM |
Pultegroup Inc/Mi/
|
187,285 | $25,697,374 | |
| 4 | SKY |
Champion Homes, Inc.
|
149,591 | $13,181,958 | |
| 5 | TOL |
Toll Brothers, Inc.
|
63,944 | $10,534,774 | |
| 6 | NVR |
Nvr Inc
|
1,056 | $7,194,950 | |
| 7 | IBP |
Installed Building Products, Inc.
|
20,754 | $4,770,098 | |
| 8 | KBH |
Kb Home
|
64,292 | $4,024,035 |
All Filings in CVCO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,658,826 | 2,700 | Put | Other | 2026-08-14 | |
| 2026-06-30 | $2,963,768 | 4,824 | Shares | Other | 2026-08-14 | |
| 2026-06-30 | $10,874,526 | 17,700 | Call | Other | 2026-08-14 | |
| 2026-03-31 | $6,150,483 | 12,700 | Call | Other | 2026-05-15 | |
| 2026-03-31 | $1,598,157 | 3,300 | Put | Other | 2026-05-15 | |
| 2026-03-31 | $3,084,927 | 6,370 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,839,810 | 6,500 | Call | Other | 2026-02-17 | |
| 2025-12-31 | $3,485,366 | 5,900 | Put | Other | 2026-02-17 | |
| 2025-12-31 | $2,289,708 | 3,876 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,318,871 | 5,715 | Shares | Other | 2025-11-14 | |
| 2025-09-30 | $3,484,380 | 6,000 | Put | Other | 2025-11-14 | |
| 2025-09-30 | $3,484,380 | 6,000 | Call | Other | 2025-11-14 | |
| 2025-06-30 | $4,976,395 | 11,455 | Shares | Other | 2025-08-14 | |
| 2025-06-30 | $2,563,137 | 5,900 | Call | Other | 2025-08-14 | |
| 2025-06-30 | $8,341,056 | 19,200 | Put | Other | 2025-08-14 | |
| 2025-03-31 | $5,508,078 | 10,600 | Call | Other | 2025-05-14 | |
| 2025-03-31 | $2,442,261 | 4,700 | Put | Other | 2025-05-14 | |
| 2025-03-31 | $5,850,514 | 11,259 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,228,918 | 4,995 | Shares | Other | 2025-02-14 | |
| 2024-12-31 | $669,345 | 1,500 | Put | Other | 2025-02-14 | |
| 2024-12-31 | $5,934,859 | 13,300 | Call | Other | 2025-02-14 | |
| 2024-09-30 | $1,580,205 | 3,690 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $471,064 | 1,100 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,226,848 | 5,200 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $1,834,701 | 5,300 | Put | Defined | 2024-08-15 | |
| 2024-06-30 | $276,936 | 800 | Call | Defined | 2024-08-15 | |
| 2024-06-30 | $1,454,952 | 4,203 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,793,420 | 7,000 | Put | Defined | 2024-05-07 | |
| 2024-03-31 | $2,314,548 | 5,800 | Call | Defined | 2024-05-07 | |
| 2024-03-31 | $1,595,840 | 3,999 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $1,129,981 | 3,260 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $346,620 | 1,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,178,508 | 3,400 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $1,434,564 | 5,400 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,779,922 | 6,700 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $615,268 | 2,316 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,239,000 | 4,200 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $1,693,300 | 5,740 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $4,602,000 | 15,600 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $5,687,546 | 17,900 | Call | Defined | 2023-05-16 | |
| 2023-03-31 | $1,334,508 | 4,200 | Put | Defined | 2023-05-16 | |
| 2023-03-31 | $1,777,437 | 5,594 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $248,875 | 1,100 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $637,856 | 3,100 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $987,648 | 4,800 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $612,136 | 2,975 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,293,534 | 6,600 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $302,216 | 1,542 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $430,880 | 1,789 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $457,615 | 1,900 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||