Brevan Howard Capital Management LP
Position in CVCO — Cavco Industries, Inc.
CIK 1512857
ST. HELIER, Y9
Position in CVCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,841,103
+$2,480,249 QoQ
Shares Held
6,252
+122.5% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#105
of 359 holders
Holding Since
Mar 2024
8 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, 2026Brevan Howard Capital Management LP holds $21,789,710 across 12 Residential Construction names. CVCO ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVR |
Nvr Inc
|
679 | $4,626,298 | |
| 2 | SKY |
Champion Homes, Inc.
|
48,451 | $4,269,502 | |
| 3 | CVCO |
Cavco Industries, Inc.
This page
|
6,252 | $3,841,103 | |
| 4 | DHI |
Horton D R Inc /De/
|
19,019 | $3,097,814 | |
| 5 | IBP |
Installed Building Products, Inc.
|
8,955 | $2,058,217 | |
| 6 | HOV |
Hovnanian Enterprises Inc
|
10,812 | $1,539,736 | |
| 7 | PHM |
Pultegroup Inc/Mi/
|
4,828 | $662,449 | |
| 8 | GRBK |
Green Brick Partners, Inc.
|
6,180 | $494,647 |
All Filings in CVCO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,841,103 | 6,252 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||