Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,395,940
+$4,171,669 QoQ
Shares Held
21,804
+14.5% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 359 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $311,235,890 across 12 Residential Construction names. CVCO ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
1,061,164 | $172,842,392 | |
| 2 | LEN |
Lennar Corp /New/
|
1,133,525 | $102,419,430 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
21,804 | $13,395,940 | |
| 4 | TOL |
Toll Brothers, Inc.
|
55,940 | $9,216,114 | |
| 5 | PHM |
Pultegroup Inc/Mi/
|
49,788 | $6,831,411 | |
| 6 | NVR |
Nvr Inc
|
376 | $2,561,837 | |
| 7 | IBP |
Installed Building Products, Inc.
|
11,098 | $2,550,763 | |
| 8 | MTH |
Meritage Homes CORP
|
5,573 | $467,295 |
All Filings in CVCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,395,940 | 21,804 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,224,271 | 19,047 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,311,857 | 24,227 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,270,909 | 29,740 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,595,689 | 22,088 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $11,066,559 | 21,297 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $661,758 | 1,483 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $624,373 | 1,458 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $525,831 | 1,519 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $517,979 | 1,298 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $495,665 | 1,430 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $376,971 | 1,419 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $386,450 | 1,310 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $410,520 | 1,292 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $283,717 | 1,254 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $272,220 | 1,323 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $278,500 | 1,421 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $326,110 | 1,354 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $423,744 | 1,334 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $310,838 | 1,313 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $292,623 | 1,317 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $290,359 | 1,287 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $246,156 | 1,403 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $238,008 | 1,320 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $240,097 | 1,245 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||