Brevan Howard Capital Management LP
Position in CVCO — Cavco Industries, Inc.
CIK 1512857
ST. HELIER, Y9
Position in CVCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,360,854
+$927,630 QoQ
Shares Held
2,810
+276.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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 Mar 31, 2026Brevan Howard Capital Management LP holds $23,906,151 across 14 Residential Construction names. CVCO ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
712 | $4,691,959 | |
| 2 | TMHC |
Taylor Morrison Home Corp
|
70,790 | $4,122,809 | |
| 3 | TOL |
Toll Brothers, Inc.
|
18,963 | $2,587,880 | |
| 4 | SKY |
Champion Homes, Inc.
|
32,396 | $2,409,290 | |
| 5 | DHI |
Horton D R Inc /De/
|
12,534 | $1,719,914 | |
| 6 | IBP |
Installed Building Products, Inc.
|
5,587 | $1,481,393 | |
| 7 | CVCO |
Cavco Industries, Inc.
This page
|
2,810 | $1,360,854 | |
| 8 | HOV |
Hovnanian Enterprises Inc
|
11,126 | $1,233,984 |
All Filings in CVCO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,360,854 | 2,810 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $433,224 | 746 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $280,641 | 646 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,322,977 | 2,546 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $427,811 | 999 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $370,055 | 1,069 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $362,745 | 909 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||