Position in CVCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$904,981
+$277,342 QoQ
Shares Held
1,473
+13.7% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#178
of 359 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $195,558,640 across 13 Residential Construction names. CVCO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHM |
Pultegroup Inc/Mi/
|
1,166,862 | $160,105,135 | |
| 2 | TOL |
Toll Brothers, Inc.
|
99,369 | $16,371,042 | |
| 3 | DHI |
Horton D R Inc /De/
|
42,059 | $6,850,569 | |
| 4 | NVR |
Nvr Inc
|
432 | $2,943,388 | |
| 5 | LEN |
Lennar Corp /New/
|
31,957 | $2,891,788 | |
| 6 | IBP |
Installed Building Products, Inc.
|
7,950 | $1,827,228 | |
| 7 | MHO |
M/I Homes, Inc.
|
6,854 | $1,102,054 | |
| 8 | CVCO |
Cavco Industries, Inc.
This page
|
1,473 | $904,981 |
All Filings in CVCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,981 | 1,473 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $627,639 | 1,296 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $648,041 | 1,097 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $606,862 | 1,045 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $469,618 | 1,081 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $598,613 | 1,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $593,039 | 1,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $549,431 | 1,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $493,984 | 1,427 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $569,857 | 1,428 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $421,489 | 1,216 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $361,297 | 1,360 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $210,925 | 715 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $226,548 | 713 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $77,024 | 393 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $72,014 | 299 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $81,636 | 257 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $33,143 | 140 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $28,662 | 129 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $29,554 | 131 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,509 | 20 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||