State of New Jersey Common Pension Fund D
PensionPosition in CVCO — Cavco Industries, Inc.
CIK 1483066
TRENTON, NJ
Position in CVCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,677,871
-$204,079 QoQ
Shares Held
2,731
-29.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#137
of 357 holders
Holding Since
Dec 2021
19 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, 2026State of New Jersey Common Pension Fund D holds $48,305,320 across 12 Residential Construction names. CVCO ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHI |
Horton D R Inc /De/
|
83,092 | $13,534,024 | |
| 2 | PHM |
Pultegroup Inc/Mi/
|
53,707 | $7,369,137 | |
| 3 | NVR |
Nvr Inc
|
847 | $5,770,949 | |
| 4 | LEN |
Lennar Corp /New/
|
62,035 | $5,613,547 | |
| 5 | TOL |
Toll Brothers, Inc.
|
26,253 | $4,325,181 | |
| 6 | MTH |
Meritage Homes CORP
|
27,013 | $2,265,040 | |
| 7 | KBH |
Kb Home
|
32,845 | $2,055,768 | |
| 8 | MHO |
M/I Homes, Inc.
|
12,596 | $2,025,310 |
All Filings in CVCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,871 | 2,731 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,881,950 | 3,886 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,362,960 | 4,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,534,886 | 4,365 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,639,104 | 3,773 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,939,259 | 3,732 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,987,508 | 4,454 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,100,945 | 4,906 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,883,164 | 5,440 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,038,442 | 7,614 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,993,063 | 8,635 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,293,974 | 8,635 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,838,785 | 9,623 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,676,641 | 8,424 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,402,096 | 10,617 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,982,291 | 9,634 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,888,167 | 9,634 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,320,348 | 9,634 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,060,240 | 9,634 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||